Quarter to Date
Fetch the data from the first date of the current quarter to the current date. This action will repeat every day.
Last updated
Fetch the data from the first date of the current quarter to the current date. This action will repeat every day.
Last updated
Open the report that needs to be scheduled and select the schedule button.
Select the 'Daily' option. Click on 'Next'.
Click on 'Advanced options'.
Choose the 'QTD' option. Click on 'Next'.
Pick the Delivery time for the reports. Click 'Next'.
Select the output option. Add or Integrate an account if required.
Finally, fill in the required fields and select the output file format. Click on 'Save'.
Good job! You have successfully scheduled your reports.
