Monthly Schedule
This type of schedule will fetch data for the last 30 days and will deliver the report on any specific day
Last updated
Was this helpful?
This type of schedule will fetch data for the last 30 days and will deliver the report on any specific day
Last updated
Was this helpful?
Steps to Schedule Monthly Reports
Open the report that needs to be scheduled and select the schedule button.
Select the 'Monthly' option. Click on save and continue.
Select Report delivery time and day of the month
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 month
Last 30 days:The report will fetch the data from curent date to last 30 days
N 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.
Select the output option. Add or integrate an account if needed.
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.
