Discussions
Scheduled Financial Reports
Hello NetSuite Support Community,
We are currently building financial reports and we would like them to be emailed, on a monthly basis, to our regional managers.
How do we ensure that the dates will automatically adjust for the month?
For example, I have created the report with the following Period filter:
It is showing up like so:
How do I set it up in such a way that if I scheduled this report to send on a monthly basis, it will automatically send the values for July, next month, without editing the report's Period filter again?
Thank you very much!