Is there a way to schedule the saved search for email every end of the month?

In the page where you define the saved search, under the tab Email, subtab Schedule, select Monthly event and further details (day of the month).

Thank you. Yes, but what we want is literally at the end of each month which varies (28, 29, 30, 31). Is that possible?

Ah! Hmmmm I guess I’d use a schedule script then. But you still have the same configuration problem... of course you could have it run every day and at the beginning of the script check if today is the last day of the current month; if so, load the search and send the email. I wonder if someone has a better alternative…

Thank you. Right now, what I can think of is to schedule it at 12:00 or 12:05 AM during the first day of each month. That's essentially the end of the last month since we are quite sure that no transactions will be entered during that time window.

You cannot filter out the transactions by the date?

First day of the month is better bet than last day of month, recurrence cannot occur after the 28 of any month/

We can't filter by date because we want to capture the sales order amount as of that day. It's possible through the open sales orders standard report but the fields and calculations are limited there.