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.
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4 Replies
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?
I would like to schedule reports to run overnight during the month end close so we have a snapshot of financials at specific times. The IS report and BS report. There are no Data Management sequences with the steps to export the reports. So would I need to set that up? Not sure how. Maybe look at another sequence to see how it's built?
I would like to schedule reports to run overnight during the month end close so we have a snapshot of financials at specific times. The IS report and BS report. There are no Data Management sequences with the steps to export the reports. So would I need to set that up? Not sure how. Maybe look at another sequence to see how it's built?
For this requirement take a look at the OneStream Parcel Service solution available on Solution Exchange which can be used in conjunction with Data Management to schedule report snapshots
