Advanced: Custom Date Range

This type of scheduling will generate the reports based on the custom date range. The start date and end date keep changing every week.

For example, the reports with a date range from May 1 to May 5, May 2 to May 6, May 3 to May 7 and so on, will be delivered weekly on the selected date of delivery.

๐Ÿ“‹ Steps to Schedule Reports Weekly for a Custom Date Range

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

  2. Select the 'Weekly' option. Click 'Next'.

  3. Click on 'Advanced options'.

  4. Choose the 'Custom Date Range' option. Click 'Next'.

  1. Fill in the custom date and time ranges according to your requirement. Click 'Next'

  2. Pick the delivery time and day of the week. Click 'Next'.

  3. Choose the output option. Add or Integrate an account if required.

  4. Finally, fill in the required fields and select the output file format. Click on 'Save'.

๐ŸŒŸ Good job! You have successfully scheduled your reports.

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