How to get monthly reports emailed to someone
# ask-stanley-ai
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How to get monthly reports emailed to someone
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AI generated answer (using internal Slack threads):
To get monthly reports emailed to someone in NetSuite, you can use the scheduling feature available in the report or saved search settings. Here are the steps: 1. Navigate to the report or saved search you want to schedule. 2. Look for a calendar icon on the bottom right of the report or saved search page. Click on it to open the scheduling options. 3. In the scheduling options, you can set the frequency of the emails. For monthly emails, select the 'Monthly' option. 4. You can also specify the day of the month on which the email should be sent. However, please note that the recurrence cannot occur after the 28th of any month due to the varying number of days in different months. 5. If you need the report to be sent at the end of the month, you can schedule it to be sent at 12:00 or 12:05 AM on the first day of the following month. This is essentially the end of the previous month, and it's unlikely that any transactions will be entered during this time window. Please note that this method will send the report as it is at the time of sending, and it won't filter transactions by date. If you need to capture the state of data as of a specific day, you might need to use a SuiteScript to check if the current day is the last day of the month and then load the search and send the email. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836693525
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821826637
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817435861
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