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Knowledge Base
Advanced: Year to Date
Fetch the data from the first date of the current year to the current date. This action will repeat every month.
📋 Steps to Schedule 'Year to Date' Monthly Reports
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Open the report that needs to be scheduled and select the schedule button.
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Select the 'Monthly' option. Click on save and continue.
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Click on 'Advanced schedule'.
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Choose the 'YTD' option. Click on 'Save and continue'.
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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.
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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 required.
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Finally, fill in the required fields and select the output file format. Click on 'Save and Continue'.
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Last modified 1yr ago
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