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Monthly Schedule
This type of schedule will fetch last month's data & deliver on any specific day. The report will contain the data from the1st day of the month to the last day of the month.
Example:
If you select β€œ12:00 AM” and β€œ1”.
  • The report will contain data from 1st day of last month, 12:00:00 AM to the last day of the month, 11:59:59 PM.
  • The report will be delivered on the 1st of every month at 12:00 AM.

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Steps to Schedule 'Quarter to Date' Monthly Reports

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Open the report that needs to be scheduled and select the schedule button.
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Select the 'Monthly' option. Click 'Next'.
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Select 'Monthly time' and the 'Day of the month'. Click 'Next'
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Select the output option. Add or integrate an account if required.
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Finally, fill in the required fields and select the output file format. Click on 'Save'.
Basic Schedule-Monthly
Advanced Schedule - Monthly
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🌟
Good job! You have successfully scheduled your reports.

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βš™
Advanced Scheduling Options

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Outline
Steps to Schedule 'Quarter to Date' Monthly Reports
Advanced Scheduling Options