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.
If you select “12:00 AM” and “1”.
  • 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.

Steps to Schedule 'Quarter to Date' Monthly Reports

  1. 1.
    Open the report that needs to be scheduled and select the schedule button.
  2. 2.
    Select the 'Monthly' option. Click 'Next'.
  1. 3.
    Select 'Monthly time' and the 'Day of the month'. Click 'Next'
  2. 4.
    Select the output option. Add or integrate an account if required.
  3. 5.
    Finally, fill in the required fields and select the output file format. Click on 'Save'.
Basic Schedule-Monthly
Advanced Schedule - Monthly
Good job! You have successfully scheduled your reports.

Advanced Scheduling Options