Scheduling a quarterly report for RevExp Endowment Funds & Distributions

[Rachel Bernecker]

Hello, 

I am trying to schedule a recurring RevExp Endowment Funds & Distributions report on a quarterly basis after endowment business closes for the quarter.  I haven't been successful at this. I have followed the step by step instructions but must be missing something. Is there anyone that could walk me through this process? 

Thank you! ~Rachel

[Samuel Russell]

Hello,

I have this exact thing scheduled.

You set it up to run monthly, but every 3 months. I use the 20th as a static date in each month following quarter end since I know the endowment business will be closed by then. I don't think you can dynamically run it based on quarter close dates.

Samuel D. Russell

http://www-personal.umich.edu/~samdruss/

Resource Planning and Management - Dean's Office

Business Intelligence Analyst

Office: 734-647-0903

University of Michigan School of Public Health

1415 Washington Heights, Ann Arbor, MI 48109-2029

1840 SPH I

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[Michelle Terrell]

That was so nice of you. 😊🌸🌻

Thank you,

Michelle Pnacek Financial Manager/Accountant Lead
School of Music, Theatre & Dance
1100 Baits Drive 
Ann Arbor, MI 48109-2085

ZOOM Phone: 734-936-1628  E: mst...@umich.edu

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