NetLease - Scheduled Scripted Reports
Overview
Scheduled reporting allows a scripted report to be generated automatically on a chosen day of the month without a user manually running it. When a report is scheduled, NetLease stores the reporting range, the day of the month to run, the applied filters, and an optional list of email recipients on the report record. A recurring system job evaluates these schedules each day and generates any report that is due, saving the output to the report record and emailing it to the specified recipients.
Which reports can be scheduled
Scheduling is available only for scripted reports (for example, roll forward and waterfall reports). Saved-search and query-based reports cannot be scheduled, because they are not generated by the NetLease report generation engine. The Schedule button is hidden for those report types.
Prerequisites
- The user configuring the schedule must have access to NetLease reports and permission to edit the report record.
Report Action Buttons
The action buttons on a scripted report have been reorganized to make each action clear. When a report is opened, the following buttons are available:
| Button | Action |
|---|---|
| Preview | Generates the report and renders it on screen in the browser. This is the primary action button. |
| Reset | Resets all filters to original settings on initial load of the report. |
| Export | Generates the report as a background job and exports it in whatever Export Format is selected, XLSX or CSV. This is well suited to high-volume reports. The export will follow the chosen Export Level. |
| Schedule | Reloads the report in schedule mode, where the recurring generation settings can be configured. Shown only for schedulable scripted report types. |
- XLSX is the default for exports and scheduled reports. It includes header rows for subsidiary, export level, date range, run by and run date.
- CSV is preselected for high-volume reports. When a report has too many leases for XLSX, CSV is the only choice.
The expand/collapse controls have also been moved into the report header for easier access.
Scheduling a Report
- Open the scripted report you want to schedule.
- Click Add Schedule in the report header. The report reloads in schedule mode, and its fields are split into three sections: Schedule Settings, Preview & Export Filters, and Filters.
- In Schedule Settings, set when the report runs and who receives it.
| Field | Description |
|---|---|
| Reporting Range (required) | The cadence and date range for the report. Monthly ranges run every month, quarterly ranges run in January, April, July, and October, and yearly ranges run in January, each for their respective time frame. See the table below for all options. |
| Scheduled Day | The day of the month to generate the report. Pick the day your books are settled for the prior period. Must be a value from 1 to 25. |
| Email Recipients | A comma-separated list of email addresses to notify when the report is generated. Leave it blank to skip the email. |
- In Preview & Export Filters, set when the report pulls from and how it's delivered:
| Field | Description |
| Export Format | The file type for the generated report. XLSX is the default and includes header rows for subsidiary, export level, date range, run by and run date. CSV is preselected for high-volume reports. It's the only option when the lease count is too high for XLSX. |
- In the Filters, set what the report contains:
| Field | Description |
| Export Level | The hierarchy level included in the file. The export now includes only the level you select. |
| Other Filters | Subsidiary, currency, consolidation, consolidation subsidiary, date grouping, lease, department, class and location. These are saved with the schedule and reused on every scheduled run. |
- Edit any filters as needed. Click Schedule to save the configuration to the report record. The schedule is stored and the page returns to the report record.
- Once a report has been scheduled, its report record displays a Scheduling Information field group containing a read-only summary table of the saved schedule, including the Reporting Range, Scheduled Day, Email Recipients, and the filters that were applied.
- To change a saved schedule, click edit on the row of the scheduled report on the report record.
- In edit mode, the Reporting Range, Scheduled Day, and Email Recipients can be updated directly.
Adding Additional Schedules
You may want to create multiple schedules for the same report. Use cases would be wanting a different export for different currencies, different subsidiary hierarchies, etc.
- Navigate to the NetLease Report record and click Add Schedule at the top of the page.
- You will be brought to the same Scheduling page, where you can enter the desired filters and click Schedule.
- You will then be brought back to the Report page, where you will see an additional Scheduling Information line added to the report record. There is no limit to the number of scheduled reports you can set up.
Reporting Range Options
The Reporting Range determines both how often the report runs and the date range it covers.
| Reporting Range | Cadence | Date Range Generated |
|---|---|---|
| Prior Year | Yearly (runs in January) | January 1 – December 31 of the prior year |
| Prior Quarter | Quarterly (Jan, Apr, Jul, Oct) | The full prior calendar quarter |
| Prior Month | Monthly | The full prior calendar month |
| Current Month | Monthly | The current calendar month |
| Current Quarter | Quarterly (Jan, Apr, Jul, Oct) | The current calendar quarter |
| Current Year | Yearly (runs in January) | January 1 – December 31 of the current year |
| Balances to Prior Period End | Monthly | NetLease go-live date through the end of the most recently closed accounting period |
Current-period ranges are limited to subledger reports
The forward-looking ranges — Current Month, Current Quarter, and Current Year — are only available for subledger reports. General ledger (G/L) reports return zero for the current (open) period, so these options are not presented for G/L reports.
How and When Scheduled Reports Run
A recurring NetLease system job evaluates all report records that have a saved schedule and generates any report that is due that day. A report is generated when both of the following are true:
- The day matches. The current day of the month equals the Scheduled Day. If the scheduled day is greater than the number of days in the current month, the report runs on the last day of that month instead.
- The cadence matches. Monthly ranges (and Balances to Prior Period End) run every month; quarterly ranges run only in January, April, July, and October; yearly ranges run only in January.
When a scheduled report runs, NetLease resolves the reporting range to explicit from/to dates, generates the report, saves the output to the report record, and — if email recipients were provided — emails the generated report to them.
Considerations
- Filters applied at the time of scheduling (subsidiary, export level, currency, consolidation, consolidation subsidiary, date grouping, lease, department, class, and location) are stored with the schedule and reused on each scheduled run.
- The Scheduled Day should align with the day your books are settled for the prior period, so the report reflects finalized balances.
- Scheduling settings are not copied when a report record is duplicated through the UI; a copied report must be scheduled separately.
Limitations / Callouts
Scheduled Day must be between 1 and 25
The Scheduled Day must be a whole number from 1 to 25. This range ensures the report runs reliably in every month, including February. If the scheduled day falls beyond the end of a shorter month, the report runs on the last day of that month.
- Saved-search and query-based reports cannot be scheduled.
- The Balances to Prior Period End range produces output only when a closed accounting period exists after the NetLease go-live date.
