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Rolling 12 Month Report

  • November 22, 2016
  • 10 replies
  • 98 views

jennifer_tolton
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
  • Contributor ⭐️⭐️
  • November 22, 2016
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.  

gaurav_kotak
  • Expert ⭐️
  • November 22, 2016
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. 

todd_atkinson
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  • Contributor ⭐️⭐️⭐️
  • December 12, 2016
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.

jennifer_tolton
  • Author
  • Contributor ⭐️⭐️
  • January 17, 2017
Any update on when this functionality might be available?

gaurav_kotak
  • Expert ⭐️
  • February 15, 2017
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. 

kate_green
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  • Helper ⭐️⭐️
  • January 19, 2018
Hi Gaurav - I don't see this filter in my Gainsight instance.  Was this ever implemented?

kate_green
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  • Helper ⭐️⭐️
  • January 19, 2018
I am looking for this exact feature.  Did anything get released or did anyone figure out a way to do this? 

lyne_therien
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  • Helper ⭐️
  • July 30, 2019
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


lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • January 6, 2020

Converted to an idea for better tracking


dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • January 7, 2020

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. 

 

:)