# Monthly - Year to Date

### :clipboard: ***Steps to Schedule 'Year 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 '**YTD**' option. Click on '**Next**'.

![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FV1TJbxvZyW9w3dteVmX6%2FRpytd.png?alt=media\&token=33cf2b28-351d-4fe7-ac61-4ff0e22f26fc)

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 '**Save**'.