# Monthly Schedule

:clipboard: ***Steps to Schedule Monthly Reports***

1. **Open** the report that needs to be scheduled and **select** the schedule button.
2. **Select** the '**Monthly**' option. **Click** on **save and continue**.

<figure><img src="/files/jpT8WTR9W0jmC4aOska6" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/1ECoJOT7kGojKBUk8jYC" alt=""><figcaption></figcaption></figure>

**Data Capture options:**

<mark style="color:orange;">`One Month Period:`</mark>Regardless of how many days are in a month, the report will retrieve the data for that month.

<mark style="color:orange;">`Last Month:`</mark> The report will fetch the data of the last completed month

<mark style="color:orange;">`Last 30 days:`</mark>The report will fetch the data from curent date to last 30 days

<mark style="color:orange;">`N Number of days:`</mark> 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.

<mark style="color:orange;">`Quarter to Date:`</mark> The report will capture the data from the first date of the current quarter to the current date. This action will repeat every week.

<mark style="color:orange;">`Year to Date:`</mark> 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**'.

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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.dataexport.io/kb/scheduler/weekly-schedule-1.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.