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