Schedule a budget report to be emailed monthly

Need to email the MTD Project Budget Report to a co-worker every month without having to go into the program.

Email the YTD Budget Report each month

Automatically generate a budget report every month

MTD Project Budget Report

YTD Budget Report

Co-worker does not have access to EERP to run a budget report.

In Report Options, select At a scheduled time in the Execute this report field and use the Recur option to schedule and Notify to email.

Financials> General Ledger Menu> Inquiries and Reports> YTD Budget Report

Financials> General Ledger Menu> Project Accounting> Projects within General Ledger> MTD Project Budget Report

1. Select a budget report.

2. Enter Search criteria and Accept.

3. Select Report Options.

4. In the Execute this report field, select At a scheduled time and Accept.

5. Click Recur and enter criteria.  Click OK.

6. Click Notify and select When job completes, include document link(s) and enter Recipient Email.

7. Click OK on bottom of both screens and on popup.

For a better understanding of scheduling options, follow the steps below.

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 expansion 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