Schedule Report to run last day of month.

I need to run a report after close of business on the last day of every month. eg. at 9pm. How do I set up a schedule to do it?

can I set a workflow to run a report?

Can I add a new entry in the schedule dropdown list

Or create a formula that will trigger it to run?

There is an enhancement request for this feature going back to 2011, so I guess the powers that be don't think it's worth doing.

Parents Reply
  • Hi Sravanthi Bellamkonda and Howard Jennings,

    Limiting when the scheduler runs impacts all scheduled report run times. The scheduler reads the database for all scheduled reports with a field like next_run having a past date, and runs those, regardless of whether that date was a minute ago or five years ago.

    This means that if you set your schedule to only run at the end of the month, but you have a scheduled report set to run every week, that scheduled report won't run every week. It will run the one time the scheduler runs, at the end of the month.

    Howard, this is a creative solution, but since you seem to only want this for a subset of your reports, not all of them, this does not seem to be a solution that will solve your use case.

    I hope this helps.

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