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Saved Searches - Public/Private & Scheduling
A person on my team ("Jane") was made the owner of a saved search by our manager ("Bob") so she could manage the export scheduling on her own. The saved search is private, and Jane does not have the Scheduling functionality available to her. Bob has an Administrator role and Jane has a 'Custom Support Person' role. I also…
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How to schedule emailed saved searches for the next weekday/business day
Hello! I have a saved search emailed to me daily of bank transactions that are scheduled to happen for the next day. For example, on Monday the saved search runs all transactions that are scheduled to happen on Tuesday. However, because my saved search is set to to show results for the next day, my Friday report shows me…
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Different Next Occurrence date on same recurrence schedule?
I created 2 different reports, scheduled both to send email to 2 different end users. However, I don't understand why NetSuite has a different "Next Occurrence" date when both reports are scheduled to send out every Friday (see attached screenshot)? Both the recipients are located in the same time zone.
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How to send/schedule saved search to a distribution list
How to send/schedule saved search to a distribution list, I wanted to schedule a saved search to a distribution list every week day. Not sure how to add the distribution list email. Please help