Requirement: Client needs to send email to a sales rep on every Monday at 8.00am with the report generated.
Steps:
1. In report view, click on the clock icon located in the bottom right of the page.
2. Enter a name and date for your report.
a. Schedule Name field: Enter a name for the report schedule.
b. Date field: Enter the date the report should be emailed.
c. Start Time field: Enter the time the report should be emailed.
3. Set the email schedule for the report.
a. Run Report More Than Once Field: Check this box to set a schedule for the emailed reports.
b. Select a schedule: Daily, Weekly, Monthly, Yearly (schedule options defined in Step 6 above).
4. Add report recipients.
a. Schedule a Report > Recipient subtab
b. Recipient field: Enter the name of the recipient, only entities (customers, vendors, employees) existing in NetSuite can be selected.
c. Copy Others List: Enter additional names of the recipients who should receive the emailed report.
5. Add report message.
a. Subject Field: Enter the subject line as it should appear in the emailed search.
b. Message field: Enter any additional text for the recipients as it should appear in the emailed search
6. Decide how the recipients will receive the report results.
a. Schedule a Report > Message Sub-tab.
b. Sending format Field: Select an option to send the report results
7. Save report schedule.