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Status Already exists
Created by Guest
Created on Nov 29, 2023

Allow Scheduled Reports to be set monthly

No description provided
Current Problem

We have multiple customers who wish to receive a report for the calendar month, there is currently no way to set the frequency of reports to last day of the month.

the only option is to have 3 reports set monthly that send on the 28th / 30th/ 31st of each month.

Idea to resolve Problem Allow reports to have a frequency of monthly properly rather than a day in the month.
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  • Admin
    Jordan Rowe
    Reply
    |
    Apr 8, 2024

    For further information, please refer to our guide on the knowledge base title Using scheduled reports.

  • Admin
    Jordan Rowe
    Reply
    |
    Apr 8, 2024

    Hi, thank you for your suggestion. As the other comment mentions, if you wish to schedule the report for the end of the month put 31 as the Day of the month, this will send the report even if the month only contains 28,29 or 30 days.

  • Guest
    Reply
    |
    Jan 11, 2024

    I was told years ago that if you set the date to be 31st it will fire on the last day of the 'shorter' months......