Schedule or run a memorized report

After a report has been memorized, you can create a schedule to have the report run at regular intervals, as well as being able to run it manually anytime.

Schedule a memorized report

You can set a different schedule and report format for each report that you schedule. For example, you could email the report to selected people (including yourself), and send it to a Dropbox folder for others to access.

1. Find the report or report group that you want to schedule:
   • Memorized reports.

     From any application, open the Memorized Reports list. For example, go to General Ledger > All > Reports > Memorized reports.

   • Financial reports.

     Go to General Ledger > All > Financial reporting > Financial reports.

   • Report groups.

     Go to Reports > Setup > More > Report groups.

2. Select Schedule.

   A page shows the schedule settings for the report.

   For any of the report types listed above, you can set schedule settings from the Reports center (Reports > All > Reports center). On the More actions menu for the report, select Edit schedule.
3. Optionally, filter the report:
   • You can use Department group, Location group, and Project group to filter for a specific department, location, or project, or for a group of departments, locations, or projects. If you leave the filters blank, the scheduled report will be run for all departments, locations, and projects.
   • Leave the As of date blank to use the current date as the As of date for the report. This is the date on which the scheduled report is run. If you enter an As of date, that date will always be used regardless of when the schedule is run.
   Any filter selections made on this page will override filter selections made when editing the report. If you change the filters for a scheduled report in the Financial Report Writer or Edit Memorized Reports page, you must edit the report schedule and make the same changes. Otherwise, scheduled reports will not reflect the updated filter selections.
4. Set the Schedule for when the report will be to run.
   • For Start date, select the first date on which the report will be generated.
   • For Ends, select when the schedule will stop running, either as a date or number of occurrences. To continue running the report indefinitely, select Never.
   • For Recurrence, specify how often the report will run after the Start Date, such as daily, weekly, monthly, or yearly. Alternately, you can set the recurrence to run the report every time a General Ledger close is performed.
5. Select one or more Delivery options:
   • Email the report to yourself or others.
   • Store the report in Intacct.
   • Store the report in a cloud storage site such as Dropbox, Box, or Google Drive.

Edit a schedule or stop a scheduled report

You can easily change when and how often a scheduled report is delivered. Or to keep the scheduled report, but stop its delivery, you can set the recurrence of the report to "None."

How to edit or end a report schedule

1. Go to the Reports center or application menu and find the scheduled report.
2. Hover over the row containing the scheduled report to view editing options.
3. Select Schedule > Edit schedule and do one of the following:

   • Set a different schedule in the Schedule section.

     When you edit a report schedule, it's regenerated from the start date. Therefore, enter a new start date when you change the schedule.
   • Stop delivery by changing Ends to After a number of occurrences, then set End After to 1 and set Recurrence to None.
4. Save the report.

 

Run memorized reports

You can run a memorized report from an application menu, or from the Reports center.

Run from an application menu

1. Go to the application menu > Reports and select Memorized at the top of the page.
2. Locate the report, select Run, and do the following:
   • Choose a Report type. Your choices are Printable (PDF), HTML, CSV, Excel, and Text.
   • If Prompt on run was selected when the report was created, you'll be asked to enter a location, department and/or time period when you run the report.
3. Select OK. The report is displayed in a new window.

Run from the Reports center

1. Go to Reports center and select Memorized from the top of the page.
2. Hover over the report and choose the report format: HTML, Excel, PDF, CSV, or text.
   • If Prompt on run was selected when the memorized report was created, you'll be asked to enter a location, department and/or time period when you run the report.
   • Otherwise, the report appears immediately in another window.

Tips for running and scheduling memorized reports

• Scheduled jobs run shortly after midnight in the time zone set on the Company information page, unless a global offset is included. Scheduled recurrences adhere to this setting. However, jobs with past dates and jobs that are run offline aren’t constrained by the offset.
• Reports might not be updated automatically if you change account numbers. If you have a memorized report that's filtered by accounts and you change any of the account numbers, verify that the report still works as intended. If necessary, update the filters.
• There’s no Customize button for a report. To change the parameters of a memorized report, edit the report and save the new settings.