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Scheduled Financial Reports

edited Jun 6, 2022 2:14PM in Ask A Guru 3 comments

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!

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