Scheduled Report Intervals

[MauriceWhelan]

Is it possible to Schedule a Report every 3 months or Bi-Annually for example?

[Suvrutt_Gurjar]

Hi @MauriceWhelan,

You may wish to try following . You may schedule the report as a monthly report to run on the desired date and at the time in the report settings pane.

Then in the condition field you may wish to set a condition like below for quarterly reports
OR(MONTH(TODAY())=3,MONTH(TODAY())=6,MONTH(TODAY())=9,MONTH(TODAY())=12)

I tested it by manually running the reports and the condition of selected months was respected. For example, currently the month number is 9. So if 9 is not appearing in condition, the report did not get emailed.

Senior community members will surely guide /add more to this.

[MauriceWhelan]

Thanks a million @Suvrutt_Gurjar. I will take your suggestion and test.

[Aleksi]

Maybe simpler formula could be MOD(MONTH(TODAY()),3)=0

[Suvrutt_Gurjar]

Hi @Aleksi, Your formula, as usual is very compact and innovative indeed.

Another shorter alternative could be something like IN(MONTH(TODAY()),{3,6,9,12})

[Aleksi]

Yeap, that’s correct

[MauriceWhelan]

Thank you @Suvrutt_Gurjar & @Aleksi for the advice.