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Monthly Schedule
This type of schedule will fetch data for the last 30 days and will deliver the report on any specific day
Steps to Schedule Monthly Reports
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- 1.Open the report that needs to be scheduled and select the schedule button.
- 2.Select the 'Monthly' option. Click on save and continue.

- 3.Select Report delivery time and day of the month
- 4.Select how much data you want to capture for the report

Data Capture options:
One Month Period:
Regardless of how many days are in a month, the report will retrieve the data for that month.Last Month:
The report will fetch the data of the last completed monthLast 30 days:
The report will fetch the data from curent date to last 30 daysN Number of days:
Report will fetch the data weekly for any number of days from 1 to 31. For example, you can generate a report daily for the last 7 days or 10 days, etc.Quarter to Date:
The report will capture the data from the first date of the current quarter to the current date. This action will repeat every week.Year to Date:
Fetch the data from the first date of the current year to the current date. This action will repeat every week.- 5.Select the output option. Add or integrate an account if needed.
- 6.Finally, fill in the required fields and select the output file format. Click on 'Save and Continue'.
Good job! You have successfully scheduled your reports.
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Last modified 3mo ago