> For the complete documentation index, see [llms.txt](https://docs.reportpundit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reportpundit.com/knowledge-base/schedules/monthly/quarter-to-date.md).

# Monthly - Quarter to Date

### :clipboard: ***Steps to Schedule 'Quarter to Date' Monthly Reports***

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 '**QTD**' option. Click on '**Next**'.

![](/files/7PSsFHmQpg1Jvqg9xP1O)

5. Choose ***"schedule by month date" or "schedule by month weekday"***\
   \
   \&#xNAN;*For "**schedule by month date**": Choose the day of the month and the delivery time the report needs to be delivered*

        ***OR***

        *For "**schedule by month weekday**": Choose the days of the week for the report to be delivered.*

6. **Select** the output option. **Add** or **Integrate** an account if required.
7. Finally, **fill** in the required fields and **select** the output file **format**. Click on '**Next**'.

{% hint style="success" %}
:star2: Good job! You have successfully scheduled your reports.
{% endhint %}


---

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