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Danarjones's avatar
Danarjones
New Contributor
4 days ago

Schedule Financial reports to run overnight.

How can I schedule reports to run overnight during the close so we have a snapshot of financials at specific times?  There are no reports in the Data Management Groups for the Task Scheduler to pick up.

  • What do you mean there are no reports in the Data Management Groups? Have you defined a Data Management sequence with the steps to export the reports or data you would like to keep as snapshots?