How do I schedule the GL YTD Budget Report

Owned by Knowledge Assistant
Last updated: Nov 10, 2023
1 min read
Description of Issue

Can I schedule the year to date budget report

Context

  • Enterprise ERP

  • General Ledger

  • Scheduler

Cause

Instructional

Resolution

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

Additional Information

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

See additional information for options available in the YTD Budget Report here (p8): Connect 2023 Out of the Box Standard Reporting Tools for General Ledger and Budget