Creating a Statistical Schedule to Run a Saved Search

After you define your saved search, create a statistical schedule to run that search at a controlled frequency.

Note:

Your user role must have the Make Journal Entry permission to access the Create Statistical Schedule menu option.

To create a statistical schedule to run a saved search:

1. Go to Transactions > Financial > Create Statistical Schedule.

2. Enter a name for this statistical schedule.

3. In the Statistical Account field, select the statistical account with which this schedule should be associated.

   Click New to create a new statistical account. For more information, see Working with Statistical Journal Entries.

   Click Open to open the register for the selected statistical account. For more information, see Monitoring the Balance of a Statistical Account

   The subsidiaries associated with this account are listed in the read-only Account Subsidiaries field.

   The Unit Type defaults to that which is associated with the selected statistical account.

   The Unit of Measure defaults to the base unit of the Unit Type.

4. Select a Saved Search to assign to the designated statistical account and this statistical schedule.

   Click Open to view the results of the selected search.

   For information about saved searches, see Saved Searches.

5. Click Validate to confirm that the selected saved search performs as expected with the designated statistical account.

6. In the Frequency field, select how often you want to run this statistical schedule.

   You can inactivate this statistical schedule by selecting Never.

7. In the Time Zone field, select the time zone in which this schedule should run.

   The available time zones include the following:

   • Europe/Paris (GMT+01:00) Brussels, Copenhagen, Madrid, Paris

   • Asia/Tokyo (GMT+09:00) Osaka, Sapporo, Tokyo

   • Asia/Magadan (GMT+11:00) Magadan, Solomon Is., New Caledonia

   • America/New_York (GMT-05:00) Eastern Time (US & Canada)

8. In the Next Run field, enter the next date on which the saved search should automatically run.

   The date you enter in this field does not affect any date on which you manually run the Statistical Schedule.

   If you selected Twice a Month in the Frequency field, enter the second date on which the saved search should run.

9. Click Save.

Related Topics:

Defining a Saved Search for a Statistical Schedule

Modifying Statistical Schedules

Deleting Statistical Schedules

Viewing the Details of Statistical Schedules

Auto-Generating Statistical Journal Entries

General Notices