# 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="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FGJLHC4g6T7qFG068xSvY%2Fimage.png?alt=media&#x26;token=e3d07cd5-5892-4fd3-8fa3-432725fdcbd7" 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="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FppKUkjMfdeUjz8djm6FJ%2FMonthly%20schedule.gif?alt=media&#x26;token=eee5ae52-4498-4474-96cc-9ba9281f9dbb" 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 %}
