Advanced: Static Start Date

Fetch the data from a static(fixed) date every month. For example, consider the Static Start Date to be May 1, 2021. The report will run from May 1 to May 31, May 1 to June 30, and so on.

📋 Steps to Schedule Reports Monthly from a Static(fixed) Start Date

1. Open the report that needs to be scheduled and select the schedule button.

2. Select the 'Monthly' option. Click 'Next'.

3. Click on 'Advanced options'.

4. Choose the 'Static Start Date' widget. Click 'Next'.

5. Select the desired Static Start Date. Click on 'Next'.

6. 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. Click on 'Save and continue'.

OR

For "schedule by month weekday": Choose the days of the week for the report to be delivered. Click on 'Save and continue'.

7. Choose the output option. Add or Integrate an account if required.

8. Finally, fill in the required fields and select the output file format. Click on 'Save'.

🌟 Good job! You have successfully scheduled your reports.