Year to Date

Fetch the data from the first date of the current year to the current date. This action will repeat every week.

๐Ÿ“‹ Steps to Schedule 'Year to Date' Weekly Reports

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

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

  3. Click on 'Advanced options'.

  4. Choose the 'YTD' option. Click 'Next'.

  1. Pick the Delivery Day and time of the week. Click on 'Next'.

  2. Select the output option. Add or Integrate an account if required.

  3. 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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