Monthly Report Scheduling by Day

Reports

Schedule monthly reports to be sent on specific days of the month.

The report scheduler now allows you to review your business on specific days of the month in a monthly or bi-monthly cadence.

To select report days:

  1. From the Reports menu, click on a report you want to schedule.
  2. From the Ellipses (…), click Schedule.
  3. In the Frequency box, choose Monthly.
  4. In the Day box, choose one or more reporting days for that month.
  5. Complete the rest of the schedule options, and click Save.