These steps will show how to schedule reports which are ‘Too Large’ to process and therefore time out.
The process will help you choose a time and a format of your liking for the report, and images will be display to help navigate.
GUIDE
First select a report you would like to schedule and select the calendar with the clock icon on the bottom right
Once you’ve selected the icon, you can select a time & date and copy other users into the schedule (find username, click Add).
Click on Message tab to adjust the Subject heading of the email, write a customised message, and most importantly select the Sending Format of the report (such as PDF, Excel or CSV).
Once configured, click Save.
Once it is all completed and the schedule is run, you will receive an email with the document attached in your desired format.
If you would like to view the report on NetSuite please navigate to:
- Reports > Scheduled Reports > Report Results
You will see your report displayed on this page.