Year to Date

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

📋 Steps to Schedule 'Year to Date' Daily Reports

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

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

3. Select 'Advanced options'

4. Choose the 'YTD' option. Click 'Next'

1. Pick the Delivery time for the reports. Click 'Next'

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

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

🌟 Good job! You have successfully scheduled your reports.