NetSuite “Click it and forget it”

The Problem

We all use standard and custom reports in NetSuite.  Many times we are required to produce these reports on a weekly or monthly basis for other people or companies.  You get into a routine of creating these reports and sending them out.  You don’t think much of it.  That is until there is a disruption in your schedule.  You are out sick or on vacation or handling an office emergency.  The report is delayed or forgotten.  You only realize it when the recipient notifies you that the report is missing.
Wouldn’t it be better if periodic reports just took care of themselves?

The Solution

1. Edit your standard or custom report and save it with a new name.
2. Change the date range to a “relative” range.
3. Run the report
4. Choose the “Schedule” button and who should get the report and when they should get it.
5. Save and you are done!

An Example: Sales by Customer Report

1. Choose: REPORTS -> SALES -> SALES BY CUSTOMER -> CUSTOMIZE SUMMARY
2. Rename the report: Weekly Sales by Customer
3. Choose the Filter Tab under the title.

For the Date field choose a date range value of “Last Week” and remove “Show in Footer”.  Then save and run the report.

4. Click on the “Schedule” button at the lower right of the report.

• Enter a start time of 2:00 am.
• Check the box “Run Report More Than Once”
• Check the Recurrence section so that it is a weekly event for Monday.
• Enter the recipients.

• Under message enter something appropriate.
• Check the box “Send Report as Attachment”

5. Click Save and you are done.

6. If you want to check or edit your scheduled search choose REPORTS -> SCHEDULED REPORTS -> REPORT SCHEDULES

Your report will be listed as follows:

Conclusion

The report you created will be sent out every Monday and will appear in your recipient’s inboxes before they check them in the morning.
Now isn’t that a better way to take care of periodic reports?  I bet you can find many reports you can set up as scheduled.  You may also want to create new reports for other occasions like month end.  For a better understanding on how to accomplish this please feel free to reach out to Tom White at Tom.White@wacptrs.com
Partner, WAC Solution Partners Florida and Texas