How do I fix the module options for a GL detail report - task scheduler?

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

  • Did you run it with the STANDARD Report Setting? STANDARD Report Settings don't save. Try creating another name in order to save the Report Settings. Edit: And make sure you select Selection Criteria - "By Date".

  • in reply to connex

    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

  • in reply to paul0702

    Yes, the standard GL Detail report. It works for me in 2021 with the Task Scheduler. Be sure to set the "By Date" option.

  • in reply to paul0702

    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.

  • in reply to connex

    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

  • in reply to paul0702

    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.

  • in reply to connex

    the settings you had worked - I was missing the default report setting checked.

    what is BOI? and how would the script work?

  • in reply to paul0702

    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".

  • in reply to connex

    thank you - I am not sure that my company has BOI already. do you know what module it is under in Sage100?

  • in reply to paul0702

    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.