📅 Monthly Schedule

Fetch last month's data & deliver on any specific day. The report will hold the data from the first day of the month to the last day of the month.

Example:

If you select “12:00 AM” and “1”.

  • The report will have data from first day of last month, 12:00:00 AM to the last day of the month, 11:59:59 PM.

  • The report will be delivered on the 1st of every month at 12:00 AM.

​📋 Steps to Schedule 'Quarter to Date' Monthly Reports

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

​✔Select the 'Monthly' option from the drop-down. Click on save and continue.

​✔Choose "Schedule by Month date" or "Schedule by Month weekday" For "schedule by month date": Choose the day of the month and the delivery time the report needs to be delivered

OR

For "schedule by month weekday": Choose the days of the week for the report to be delivered.

​✔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.

​⚙ Advanced Scheduling Options

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