Advanced: Year to Date

Fetch the data from the first date of the current year to the current date. This action will repeat every month.

📋 Steps to Schedule 'Year to Date' Monthly Reports

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 'YTD' option. Click on 'Next'.

5. 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.

6. Select the output option. Add or Integrate an account if required.

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