Run a scheduled report on GL close

You can have Sage Intacct run a scheduled report as soon as a close is complete. This ability ensures that the report is received as soon as the close is finished, thus eliminating the wait for a scheduled report time or manual run.

Reports can be scheduled at the top level or at the entity level. Where a report is scheduled tells Intacct when to run the report.

• At the top level: Reports are generated when the close is completed from the top level for all entities.

  You must go to the General Ledger Close books page, and select Close books without selecting anything in the Entity or entity group field.

• At the entity level: Reports are sent after the close is performed at the entity level. All reports for the entity are generated.

  To run the report or report group for an entity, you must create the reports at the entity level and schedule the report or report group at the entity level.

When will the report run?

The report runs at midnight using the timezone set for your company. However, it uses the close date for the As of Date.

For example, if the GL Close date is June 30, the reports run at midnight on July 1 (company time zone) but use a 30 June As of Date.

Set Run at Close

You can enter a beginning and end date when scheduling. The end date can be set as a specific date or Never. However, repeated use of Never as an end date is not supported. For recurring schedules, it's recommended that you select Following General Ledger close instead.

1. Go to Reports > Financial reports.
2. On the appropriate report, select Schedule.
3. Enter any filter information to use when running the report.
4. Set the Start date.
5. For Ends, select a Date or Never.
6. For Recurrence, select Following General Ledger close.

Specify report delivery

For each delivery option, you're prompted to supply more information. For example, you're prompted for email addresses or a cloud storage target where you want the report to be delivered.

In the Delivery options section, select from:

• Email
• Store in Intacct
• Store in cloud

Verify that the report has been run

You can check the status of the scheduled report and get alerts for reports that failed to run.

1. Go to Reports > Reports center select the Scheduled tab.
2. Select General Ledger in the applications dropdown.
3. Review the information in the Status column of the Reports list.
   Learn more about schedule status information

   The Status column advises you of the status of the scheduled execution:

   • Not Scheduled

   • Scheduled

   • Success

   • In Transit (for very long reports that are being processed)

   If the report ran without any errors, the status is Success. In the event of a failure, you're notified with a Status link.

   Select Status to view the Execution Log of the errors that have occurred and their details.