---
description: >-
  Fetch the data from the first date of the current quarter to the current date.
  This action will repeat every month.
---

# 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**'.

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FrAmgd2sFjkrUwsPXXxzo%2FRP%20QTD.png?alt=media\&token=7c2cdde4-fe1d-4dba-b04a-8f00a5995f64)

5. Choose _**"schedule by month date" or "schedule by month weekday"**_\
   \
   &#xNAN;_&#x46;or "**schedule by month date**": Choose the day of the month and the delivery time the report needs to be delivered_

&#x20;       _**OR**_

&#x20;       _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 %}
