Schedule a Report to Receive on First Day of Every Month

The user wants to schedule a report in NetSuite so that it runs automatically on the 1st day of every month at 12:00 AM.

1. Go to Reports > Scheduled Reports > Report Schedules.
2. On the Report Schedules page, locate the report schedule you would like to edit and click Edit.

Schedule Name – Add an appropriate name for the schedule

Date – A date before or on the next 1st

Start Time – 12:00 AM

Run Report More Than Once – Checked

Under Recurrence,

Select: Monthly Event

Then select the first option under Monthly Event:

Day 1 of every 1 month(s)

Start At: Today’s date is entered by default.

Note: While scheduling monthly recurring reports, avoid using dates after the 28th of the month because the number of days in each month differs (e.g., February has 28/29 days), recurring monthly events cannot be scheduled after the 28th.