how can i run a report everyday on transactions cr...
# ask-stanley-ai
h
how can i run a report everyday on transactions created today and yesterday
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AI generated answer (using internal Slack threads):
To run a report every day on transactions created today and yesterday, you can use NetSuite's Saved Search feature. Here's a step-by-step guide on how to do it: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record you want to search for. In this case, select "Transaction". 3. In the Criteria tab, add a new criterion. Select "Date" from the dropdown list. 4. Set the operator to "within". 5. In the value field, enter "yesterday" and "today". This will filter the transactions that were created either today or yesterday. 6. In the Results tab, select the fields you want to display in your report. 7. Save your search. Now, to automate this process and have this report run every day, you can schedule the saved search: 1. Open your saved search and go to the "Email" subtab. 2. Check the "Send Emails According to Schedule" box. 3. Set the "Specific Start Time" to the time you want the report to run. 4. Set the "Recurrence" to "Daily". 5. In the "Recipients" field, add the email addresses of the people who should receive this report. 6. Save your changes. Now, the saved search will automatically run every day at the specified time and send an email with the results to the specified recipients. ****** 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: 0.816970229
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815402269
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815392435
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