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jennifer_tolton
jennifer_tolton
Contributor ⭐️⭐️
Nov 22, 2016 6:49 PM UTC

Rolling 12 Month Report

Is there a reporting date function similar to Current and Next 3 CQ that will show me the LAST 4 quarters of data, monthly?  Something like "Current and Last 3 CQ"?  I need to create a rolling twelve month report, showing data monthly.  Last N Days (365, summarized by Month) is not working for me if I am not running my report as of a specific day.  Thanks!

      10 replies

      bill_stevens
      bill_stevens
      Contributor ⭐️⭐️
      Nov 22, 2016 7:40 PM UTC
      A great enhancement would be a "Current and Previous 3 CQ" date filter for reports as that does not seem to be an option today.  
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        gaurav_kotak
        gaurav_kotak
        Expert ⭐️
        Nov 22, 2016 11:38 PM UTC
        Thanks for your feedback. You are right Last N Days will only work in this scenario at end of the month. I don't believe we have a way to do this today, but can see the value. Will add this to reporting teams backlog. thanks. 
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          todd_atkinson
          todd_atkinson
          Contributor ⭐️⭐️⭐️
          Dec 12, 2016 5:45 PM UTC
          Rather than adding another fixed filter, I would love to see something like "Current and Previous "N" CQ" and/or "Current and Previous "N" Months". Sure would allow for a lot more flexibility.
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            jennifer_tolton
            jennifer_toltonAuthor
            Contributor ⭐️⭐️
            Jan 17, 2017 5:23 PM UTC
            Any update on when this functionality might be available?
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            gaurav_kotak
            gaurav_kotak
            Expert ⭐️
            Feb 15, 2017 10:15 AM UTC
            Hi Jennifer, the Current and Last 3 CQ is planned for Spring Release that will be released in May. While I'm optimistic we're still early in planning cycle. 
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            kate_green
            kate_green
            Helper ⭐️⭐️
            Jan 19, 2018 10:35 PM UTC
            Hi Gaurav - I don't see this filter in my Gainsight instance.  Was this ever implemented?
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            kate_green
            kate_green
            Helper ⭐️⭐️
            Jan 19, 2018 10:36 PM UTC
            I am looking for this exact feature.  Did anything get released or did anyone figure out a way to do this? 
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              lyne_therien
              lyne_therien
              Helper ⭐️
              Jul 30, 2019 9:39 PM UTC
              Any news on this improvement?

              We'd like to see Last N quarters, or Last N months. Then we can use date >= Last N quarters (to pick up the current quarter), same for months.

              Alternatively, Current and last N quarter or Current and last N months.

              Any hope?

              thanks!

              Lyne

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                lila_meyer
                lila_meyer
                Gainsight Employee ⭐️⭐️⭐️
                Jan 6, 2020 10:38 PM UTC

                Converted to an idea for better tracking

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                Lila Krutel, Dir. Global Education Services
                dan_ahrens
                dan_ahrens
                Expert ⭐️⭐️⭐️
                Jan 7, 2020 2:22 AM UTC

                This is now possible with Data Designer (https://support.gainsight.com/SFDC_Edition/View_More_Categories/Data_Designer_(BETA)/About/Data_Designer_(BETA)_Overview) which has “last N quarters” and “last N months” filtering capabilities. 

                 

                :)

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                VP of Customer Success at Forcepoint
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