How do I schedule the GL YTD Budget Report

Can I schedule the year to date budget report

• Enterprise ERP
• General Ledger
• Scheduler

Instructional

The YTD Budget Report can be scheduled using Report Options

1. Navigate to the YTD Budget Report
2. Click the ? in the top navigation bar to launch help options
3. Click Help
4. Click the Report Options link in the To create a report section
5. Click the Enterprise ERP Scheduler link in the Report Options > Field > Report Sequence > Execute This Report table
6. Select the execution option desired for the report by clicking the expand icon next to your preference in the option list
7. Follow the instructions on the Enterprise ERP Scheduler help page for the type of scheduled report desired

Enterprise ERP Scheduler supports executing the report now or at a scheduled time, and on a recurring basis.