How to generate YTD (Year to date), MTD (Month to date) and WTD (Week to date) Reports?
You can generate Year to date, Month to date and Week to date reports by two different ways:
By creating an immediate Schedule, you can export your report immediately for Year to date, Month to date and Week to date information.
For example, if you like to export your report for Year to date information (Jan 1 2018 – till date),
Then create an immediate schedule, by clicking the “Scheudle|Run” button:
In the “How Often do you want to run the report?” section, select “Run Immediately”:
Once you have specified the start date and end date, select your report delivery location:
Now, click the “Run/Save Schedule” to run and export the report from Jan 1 2018 till date.
You can export Year to date, Month to date and Week to date reports through automated schedules.
First, create a daily, weekly or monthly schedules. Then, contact Data Export support team either through chat or email.
Request them to modify the schedule to meet your schedule requirements.
For example, if you like your daily scheduled report to pull data from Jan 1 2018 till date on a daily basis, then you can contact Data Export support team and request them to modify the schedule.