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Scheduling a quarterly report

Joanne Chong

January 15, 2021 05:01

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I dont seem to find a selection to schedule a report to run quarterly. Any advise?

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  Bryan Robinson January 18, 2021 19:00

  Since quarterly could mean different things to different people, there isn't an option for this.  We work with many clients where their financial calendar wouldn't match up with a traditional quarter (Jan-Mar). 

  If you are using the Jet Reports Excel add-in, select Monthly as the recurrence and select the months you want to run. 

  If using the Jet Hub, select Monthly and choose to run it every 3 months.