Custom Date Range

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

For example, the reports with a date range from May 1 to May 5, May 2 to May 6, May 3 to May 7 and so on, will be delivered monthly on the selected date of delivery.

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

  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 'Custom Date Range' option. Click on 'Next'.

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

  2. 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. Click on 'Save and continue'.


For "schedule by month weekday": Choose the days of the week for the report to be delivered. Click on 'Save and continue'.

  1. Choose the output option. Add or Integrate an account if required.

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

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

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