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sarah_couch
sarah_couch
Contributor ⭐️⭐️⭐️⭐️
June 3, 2015
Solved

Reports 2.0: How can we Group by Fiscal Quarter rather than Calendar Quarter

  • June 3, 2015
  • 4 replies
  • 250 views
We'd like to Group reports based on Fiscal Quarter but it appears that we are only able to group based on calendar quarter. Is there a way to indicate Fiscal quarter in grouping?
    Best answer by sumesh
    Hi Sarah,

    Reports 2.0 uses the Fiscal year definition in your salesforce org. Fiscal year configuration in salesforce is detailed here
    Please let me know if you need further clarifications.

    Thanks,
    Sumesh 
     

    4 replies

    sumesh
    sumeshAnswer
    Helper ⭐️⭐️
    June 4, 2015
    Hi Sarah,

    Reports 2.0 uses the Fiscal year definition in your salesforce org. Fiscal year configuration in salesforce is detailed here
    Please let me know if you need further clarifications.

    Thanks,
    Sumesh 
     
    sarah_couch
    sarah_couchAuthor
    Contributor ⭐️⭐️⭐️⭐️
    June 4, 2015
    Thanks, Sumesh, for the quick reply! What we've found is that when we group by quarter, there is not an option to select fiscal versus calendar quarter. Filtering is fine, but grouping does not seem to allow this flexibility. Do you know how we can group based on fiscal quarter rather than calendar quarter? Thanks again.
    sumesh
    sumesh
    Helper ⭐️⭐️
    June 5, 2015
    Hi Sarah,

    "Summarize by" option uses the fiscal quarter, month, and year definition by default. Ability to choose between fiscal vs calendar quarters in "Summarize by" requires an enhancement. We will add this request as a roadmap item.

    Thanks,
    Sumesh
      tom_wix
      tom_wix
      Contributor ⭐️⭐️⭐️⭐️⭐️
      July 28, 2015
      would like to see this fiscal grouping as well - makes more sense for our business to view on our FY and FQ versus the Calendar year.
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