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How to automatically export Reports each month?

edited Feb 21, 2023 10:37PM in Ask A Guru 2 comments

Periodic report execution


Is it possible to schedule a report to run periodically and export to Excel as a standard feature?


For example, we have a report that displays inventory amounts and we need to export the inventory amounts as of the end of the month to Excel.

It is possible to sort by date, but is there a recurring function that will automatically run the Excel export at a specified time at the end of each month?

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