How to schedule a Monthly Report?

Once you create & save the report, click on Run|schedule, you will be redirected to the schedule page

If you are creating a new report, you need to save the report before scheduling

Select “Monthly on the 1^st day of the month’ from ‘How often you want to run the report’?

Set the start date from which month you would like to receive the report

End date is a default, hence it is ignored

Now click Run/save schedule

Let’s see a video on ‘How to schedule Monthly Report’:

To confirm your schedule is set right, click on actual schedule