NetLease - Scheduling Scripted Reports
Overview
Scheduled reporting allows a scripted report to be generated automatically on a chosen day of the month without a user manually running it. When a report is scheduled, NetLease stores the reporting range, the day of the month to run, the applied filters, and an optional list of email recipients on the report record. A recurring system job evaluates these schedules each day and generates any report that is due, saving the output to the report record and emailing it to the specified recipients.
Which reports can be scheduled
Scheduling is available only for scripted reports (for example, roll forward and waterfall reports). Saved-search and query-based reports cannot be scheduled, because they are not generated by the NetLease report generation engine. The Schedule button is hidden for those report types.
Prerequisites
- The user configuring the schedule must have access to NetLease reports and permission to edit the report record.
Report Action Buttons
The action buttons on a scripted report have been reorganized to make each action clear. When a report is opened, the following buttons are available:
| Button | Action |
|---|---|
| Preview | Generates the report and renders it on screen in the browser. This is the primary action button. |
| Export | Generates the report as a background job and exports it as a spreadsheet. This is well suited to high-volume reports. |
| Schedule | Reloads the report in schedule mode, where the recurring generation settings can be configured. Shown only for schedulable scripted report types. |
The expand/collapse controls have also been moved into the report header for easier access.
Scheduling a Report
- Open the scripted report you want to schedule.
- Apply any filters you want the scheduled report to use (for example, subsidiary, currency, consolidation, lease, department, class, or location). These filters are saved with the schedule.
- Click Schedule in the report header. The report reloads in schedule mode and displays the SCHEDULE field group.
- Complete the scheduling fields described below.
- Click Schedule to save the configuration to the report record. The schedule is stored and the page returns to the report record.
While in schedule mode, two additional buttons are available:
- Click Export to generate the report immediately for the selected reporting range, as a background job, without waiting for the scheduled day.
- Click Preview to return to the standard on-screen view of the report.
The scheduling fields are:
| Field | Description |
|---|---|
| Reporting Range (required) | The cadence and date range for the report. Monthly ranges run every month, quarterly ranges run in January, April, July, and October, and yearly ranges run in January, each for their respective time frame. See the table below for all options. |
| Scheduled Day | The day of the month on which to generate the report. This should correspond to the day by which your books are settled for the prior period. Must be a value between 1 and 25. |
| Email Recipients | A comma-separated list of email addresses to notify when the report is generated. Leave blank to skip the email notification. |
Reporting Range Options
The Reporting Range determines both how often the report runs and the date range it covers.
| Reporting Range | Cadence | Date Range Generated |
|---|---|---|
| Prior Year | Yearly (runs in January) | January 1 – December 31 of the prior year |
| Prior Quarter | Quarterly (Jan, Apr, Jul, Oct) | The full prior calendar quarter |
| Prior Month | Monthly | The full prior calendar month |
| Current Month | Monthly | The current calendar month |
| Current Quarter | Quarterly (Jan, Apr, Jul, Oct) | The current calendar quarter |
| Current Year | Yearly (runs in January) | January 1 – December 31 of the current year |
| Balances to Prior Period End | Monthly | NetLease go-live date through the end of the most recently closed accounting period |
Current-period ranges are limited to subledger reports
The forward-looking ranges — Current Month, Current Quarter, and Current Year — are only available for subledger reports. General ledger (G/L) reports return zero for the current (open) period, so these options are not presented for G/L reports.
How and When Scheduled Reports Run
A recurring NetLease system job evaluates all report records that have a saved schedule and generates any report that is due that day. A report is generated when both of the following are true:
- The day matches. The current day of the month equals the Scheduled Day. If the scheduled day is greater than the number of days in the current month, the report runs on the last day of that month instead.
- The cadence matches. Monthly ranges (and Balances to Prior Period End) run every month; quarterly ranges run only in January, April, July, and October; yearly ranges run only in January.
When a scheduled report runs, NetLease resolves the reporting range to explicit from/to dates, generates the report, saves the output to the report record, and — if email recipients were provided — emails the generated report to them.
Viewing and Editing a Schedule
Once a report has been scheduled, its report record displays a Scheduling Information field group containing a read-only summary table of the saved schedule, including the Reporting Range, Scheduled Day, Email Recipients, and the filters that were applied.
Editing an existing schedule
To change a saved schedule, edit the report record. In edit mode, the Reporting Range, Scheduled Day, and Email Recipients can be updated directly. Re-scheduling a report from the report view replaces the previously saved schedule.
Considerations
- Filters applied at the time of scheduling (subsidiary, export level, currency, consolidation, consolidation subsidiary, date grouping, lease, department, class, and location) are stored with the schedule and reused on each scheduled run.
- The Scheduled Day should align with the day your books are settled for the prior period, so the report reflects finalized balances.
- Scheduling settings are not copied when a report record is duplicated through the UI; a copied report must be scheduled separately.
Limitations / Callouts
Scheduled Day must be between 1 and 25
The Scheduled Day must be a whole number from 1 to 25. This range ensures the report runs reliably in every month, including February. If the scheduled day falls beyond the end of a shorter month, the report runs on the last day of that month.
- Each report supports a single active schedule. Saving a new schedule overwrites the existing one.
- Saved-search and query-based reports cannot be scheduled.
- The Balances to Prior Period End range produces output only when a closed accounting period exists after the NetLease go-live date.
