Report schedule basics

Scheduled reports run automatically at regular intervals, such as daily, weekly, or monthly. You can schedule previously memorized reports, report groups that you created, and all financial reports.

This topic provides information on the schedule for running a report, as well as viewing a list of scheduled reports and the status of scheduled memorized reports.

About the schedule for running the report

When you schedule a financial report, report group, or memorized report, you can set filters as well as a start date, ending date, and recurrence. Additional filter options are only visible for the type of report you're scheduling. However, the following selections are always used, and you can change the settings at any time.

  • When you schedule a report, it runs based on the schedule you create, using the report filters and settings you set.
  • You can pick the day of the week or the day of the month on which to run a scheduled report using the Start date. You cannot pick a specific time of day at which to run the scheduled report.
  • 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.

Filters: the "As of date"

When you select the schedule to run a report, the "As of date" tells Intacct to run the report as if it's the "As of date" you specify here.

When you leave the "As of date" blank, Intacct uses the date on which the report was run as the current date.

Schedule: Start, end, and recurrence

These settings allow you to start the schedule, and tell Intacct how long to keep it active. The first report is generated on the start date you select and continues at the selected recurrence until the "end on" date is reached.

  • Start date: The start date is the date on which to start running scheduled reports. The start date also tells the scheduler to run the report each time the start date detail recurs, based on the recurrence selection. For example, if you set the start date to the 10th of a month and the recurrence to Monthly, the report runs on the 10th of each month. If you select a start date on a Tuesday and a recurrence of every 3 weeks, the report runs every third week on Tuesday.
    When editing an existing schedule, the start date is not automatically changed. If you do not change it, the schedule will restart from its original start date, and all reports after that date will be generated again. If the start date is far in the past, or you have a frequent recurrence, this might be a large number of reports.
  • End date: Set the date on which the scheduler stops running the report. The report runs the last scheduled time before the end date is reached.
  • Recurrence: The recurrence option tells Intacct how often to run the report after the schedule starts running: daily, weekly, monthly, or yearly. Based on the recurrence you choose, you'll see further selections, such as the following:

    - Weeks: Choose how many weeks will pass between scheduled runs--every 2 weeks, every 10 weeks, and so on.

    - Month: Set the number of months between running the report, and whether or not the schedule runs at the end of the month.

    - Following General Ledger close: Choose to run when the close completes, for example, at the end of every month.

Tips for scheduling monthly reports

For recurring monthly reports that include the entire month, consider the following: any report that includes a reporting period option can be set to Prior month. Financial, standard, and memorized reports have this option when creating the report. The report can then be scheduled to run any time during the current month. It will provide a report for the entire prior month.

In this way, you can ensure that you won't get additional transactions that were added between midnight (local time, based on your company location settings) and the time the report ran or missing transactions before the end of the period due to the time of day that the report was run.

You can choose to run the report on the first (or any) day of the next month if you set the reporting period to Prior Month.

Another option is to schedule the report for the last day of the month and manually add any transactions that occurred between the time the report ran and the end of the day.

View a list of scheduled reports

  1. Go to the Reports center.
  2. Locate the report and select the arrow for More actions.
  3. Select Schedule.

Review the schedule status of memorized reports

For memorized reports, you can check the status of the scheduled report (Not Scheduled, Scheduled, or Success) and get alerts for any reports that failed to run.

  1. Go to the menu for the application to which the report belongs. For example, if you memorized a Bills Analysis report, you would go to the All menu for Accounts Payable.
  2. Under the Reports section, choose Memorized reports.
  3. Review the information in the Status column of the Memorized reports list.

    The Status column advises you of the status of the scheduled execution. The possibilities are Not Scheduled, Scheduled, Success (and In Transit for very long reports that are being processed). If your report has run, the status should be Success.

    In the event of a failure, the system notifies you by displaying a Status link in this column. Select Status to display the Execution Log list, which shows all the errors that have occurred and lets you display their details.