Custom Date Range

This type of scheduling will generate the reports based on the custom date range set. The start date and end date keep changing every day.

For example, consider a date range from May 2 to May 6, the report will be delivered on May 11, and from May 3 to May 7 the report will be delivered on May 12, and so on.

๐Ÿ“‹ Steps to Schedule Reports for a Custom Date Range.

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

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

  3. Click on 'Advanced options'.

  4. Select the "Custom Date Range" option. Click 'Next'.

  1. Fill in the custom date and time ranges according to your requirement. Click 'Next'

  2. Select the hourly frequency. Click 'Next'

  3. Select the output option. Add or Integrate account if required.

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

๐ŸŒŸ Good job! You have successfully scheduled your reports.

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