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 1st 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