Year to Date
Fetch the data from the first date of the current year to the current date. This action will repeat every day.
Open the report that needs to be scheduled and select the schedule button.
Select the 'Daily' option. Click 'Next'.
Select 'Advanced options'
Choose the 'YTD' option. Click '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'.
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