Monthly vrs Quarterly Performance Report

[cir]

I use the FM's standard Monthly Performance Report but would like to have a similar report except the performance is shown in quarterly intervals instead of monthly. How can I accomplish this?

[Mark]

Hi cir,

This isn't an option on the Monthly Performance Report. You can however create a Custom report with up to 6 date ranges. Set these 6 date ranges to the desired quarters you want, and add the desired performance field(s) to your Custom report.

[gerard]

Hi Mark,

is creating a quarterly report by making a custom report still the way to go ?
I have to report 15 years now. With 6 time intervals makes it difficult.
the other option is exporting to monthly report to excel i assume and do there the math.

thx

Gerard

[Mark]

Hi Gerard,

If you need a quarterly report, you can get this in most of the standard reports. If you want it for many quarters, you can add up to 6 at once to a report, or just keep changing the report's date range.