Reoccurring Reports

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  • Updated 4 years ago
I have a report that reoccurs once a week. How can I tell it to run the last time sheet period every week. I have it set for a time sheet period but I think it might just keep running the same period each time it runs the reports. I need the report to run the time period the week before the report is due. So it would change each week.

(Originally posted by hkendrick)
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Posted 4 years ago

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Hi 

Thank you for using Replicon Community.

In order to achieve this the Entry Date filter needs to be set to Last Timesheet Period. We recommend using the Entry Date filter instead of Timesheet Period Filter if enabled. 

    To achieve this:- 
  • Go to the required report.
  • Click on Edit next to Filters.
  • Enable Entry Date Filter, click on Done Editing.
  • Now under Entry Date filter, select the period as Last Timesheet Period.
  • Click on Save on the top right hand side. 
  • Each time the scheduled report runs, it will pull up the data (or display the data) for the Last Timesheet Period. 
Please find the screenshot with steps illustrated:- 





Thanks,





 

(Originally posted by Lingaraj Dharwad)