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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 on save and continue.
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Choose "Schedule by Month date" or "Schedule by Month weekday" For "schedule by month date": Choose the day of the month and the delivery time the report needs to be delivered
OR
For "schedule by month weekday": Choose the days of the week for the report to be delivered.
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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 and Continue'.
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Good job! You have successfully scheduled your reports.

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βš™
Advanced Scheduling Options

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Last modified 16h ago