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Contributor ⭐️⭐️
March 9, 2021
New Idea

Date Filters - Quarterly Option

  • March 9, 2021
  • 2 replies
  • 138 views

The Date field has a handful of very useful pre-defined date ranged with which to filter data. However, there is no filter for:

Previous Quarter
Current Quarter
Next Quarter

All of which are natively present in Salesforce reporting today. While we can kind of get around this today by doing “Subtract N Months” from the desired period to go back 3 months, the resulting values will always return a rolling 3 month timeframe. The other option is to hard define Jan 1 through March 31 for example in a given report. However, this means I have to babysit that report or set of reports to update the date range each quarter to pull in the data we’re looking for. This isn't sustainable and while we’re still in Year 1 of our Gainsight lifecycle, we will most likely want to trend information Year over year wherein we’ll be coming back to you again asking for the same thing but in a Previous Year, Current Year, Next Year format.

 

Thank you.

2 replies

rakesh
Gainsight Employee ⭐️
Lets put your data to work!
March 10, 2021

Hi @bdudro

 

We are re-looking at the date literals available in filters and will soon streamline the list with fewer items while not removing any useful literals. For quarters, we will have the following literals (calendar and fiscal qtrs). 

 

Last Calendar Quarter

Current Calendar Quarter

Next Calendar Quarter

Last N Quarters

Next N Quarters

sai_ram
Expert ⭐️⭐️
March 10, 2021

@rakesh thank you for the quick reply!

@bdudro I have changed this to idea for better tracking.