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. Go to Reports > Scheduled Reports > Report Schedules. On the Report Schedules page, locate the report schedule you would like to edit and click Edit. Schedule Name – Add an… Continue reading Schedule a Report to Receive on First Day of Every Month
Tag: scheduling report
How to edit or delete a report schedule
To edit a report schedule: Go to Reports > Scheduled Reports > Report Schedules. On the Report Schedules page, locate the report schedule you would like to edit and click Edit. Edit the existing report schedule’s Recipients, Message, Attachments, and Audit Trail tabs associated with the report. Click Save. To delete a report schedule: Go… Continue reading How to edit or delete a report schedule
Scheduling Emailing Reports In NetSuite
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… Continue reading Scheduling Emailing Reports In NetSuite