How do I setup NetSuite to send a recurring report to email?
Log into NetSuite and Pull up Current Users and Roles: Results report
- Click on the Edit This Search button
- In the middle of the screen, click the Email option
- Uncheck 'Send email alerts when records are created/updated'
- Check mark 'Send emails according to schedule'
- This will auto check 'summarize scheduled emails' and 'send if no results'
- Under 'Recipient' add all people to receive automated email
- While in the 'Specific Recipients' option, choose 'Schedule
- Under 'Schedule', choose the frequency which you would like to receive the reports
- This one is set to come at the 1st of each month at 2:00 AM