How to schedule monthly Trial Balance Report in NetSuite

Question

I am trying to schedule monthly Trial Balance Report. For example, next 1 February 2023, I want to receive an email with the January 2023 Trial Balance report. Next 1 March 2023, I want to receive an email with the February 2023 Trial Balance report. Etc...

What is the configuration I have to set to do that?

Just setting the "End of" field to "Last Period" and creating the monthly schedule report (see screenshots)?

Any idea on how to do it?

Schedule Report Configuration

Trial Balance Report Configuration

Answer 1

As per your question,I hope you want to receive monthly trial balance report(one month data). You need to choose the Start Date as 1st Feb, 2023 (Day before the chosen day of month) in schedule configuration . And you can also add Date Created under filters section under the trial balance report configuration and choose it to last month . I hope it will work. Thanks,