Increment Date Example

You want to run the Direct Deposit Report form every month, showing the direct deposit transactions for the previous month, starting with January.

  1. Open the form and select the transaction date range of 01/01/16 - 02/01/16.
  2. Select Increment Date.
  3. Select Actions > Background to open the Background Queue form.
  4. Select a monthly frequency, and set it to run on the first day of every month, at midnight.
  5. Click OK to submit the report.

When the next month begins, the transaction date range will increment to 02/01/16 - 03/01/16 and the report will automatically run.