I am trying to a task scheduler to run a GL detail report but when I test the task, it runs for a whole year instead of just date that I would need the scheduler. How can I fix this issue? thank you
Do you mean using the standard GL Detail report? I already have the GL range in a saved detail report. But using that saved template with all the settings I need does not run for one date when I run the task scheduler thank you
I don't believe the Sage Task Scheduler functions allow for parameterized date selections for the reports. If you have to set the dates runtime (and they are not saved in the Report Setting), then what you're trying to achieve might not be possible without a 3rd party reporting tool.
I have the by date option already - I want the report to run for the previous day's date every day at a certain time. I test run it and I get a date for 2018 for one report and 2015 for another - is there another setting I am missing? thank you
I'm not sure what either of us is missing, but the attached image shows my settings for both the Task Scheduler and the Report Setting I'm using to get the prior day. If you need to automate the date to always the prior day then you would need to use a 3rd party tool like Kevin says or you could script it using BOI.
BOI stands for Business Object Interface. This link gives you an idea what that is. The "report date" they talk about in the title isn't a parameter like we are using with your issue. The "By Date", "Starting Date" and "Ending Date" would be changed in the way that the posting deals with a "field" and "field value".
The BOI and UDS (User Defined Scripting aka "event scripting" and "button scripts") are built into all versions since 4.40. Several features have been added since the initial support (such as in version 2015). Recent discussions here give more information about relevant classes.
*Community Hub is the new name for Sage City