http://m.getsatisfaction.com/topics/7763654 Summarize Date Field by Fiscal Quarter in Report Builder? 2018-07-13T16:19:48Z 2018-07-13T14:02:49Z 7763654 http://m.getsatisfaction.com/topics/7763654 7763654 Summarize Date Field by Fiscal Quarter in Report Builder? 2018-07-13T16:19:48Z 2018-07-13T14:02:49Z Calvin Multanen http://m.getsatisfaction.com/people/9300190 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11206439/profilepic_medium.jpg calvin_multanen Does anyone know if it is possible to summarize a date field in Report Builder by fiscal quarter? It looks like there only option is calendar quarter which is fine but not ideal for a number of reports. For example, we would like to be able to report on our NPS results quarter over quarter and our leadership cares more about fiscal rather than calendar.<br /><br />If this is not currently possible, it would definitely be nice to have since it's already a feature in other aspects of Report Builder.&nbsp;<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740632/RackMultipart20180713-15922-1v17srr-Screen_Shot_2018-07-13_at_10.01.17_AM_inline.png?1531490508" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740632/RackMultipart20180713-15922-1v17srr-Screen_Shot_2018-07-13_at_10.01.17_AM_inline.png?1531490508" /> question complete 6 3 1 comment http://m.getsatisfaction.com/topics/7763654/replies/19637036 http://m.getsatisfaction.com/topics/7763654 19637036 Tim Schukar responded to "Summarize Date Field by Fiscal Quarter in Report Builder?" 2018-07-13T14:06:45Z 2018-07-13T14:06:45Z Tim Schukar http://m.getsatisfaction.com/people/9308700 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11151639/Tim_Schukar_medium.jpg tim_schukar_gk45ckgpduvuk Hey Calvin!<br /><br />You should be able to set your Fiscal Quarter from within SFDC:&nbsp;<a href="https://help.salesforce.com/articleView?id=setting_the_fiscal_year.htm&amp;type=5" rel="nofollow" target="_blank" title="Link https//helpsalesforcecom/articleViewidsetting_the_fiscal_yearhtmtype5">https://help.salesforce.com/articleView?id=setting_the_fiscal_year.htm&amp;type=5</a><br /><br />Does that get you what you need?&nbsp; Thanks!<br /><br />Tim 0 http://m.getsatisfaction.com/topics/7763654/replies/19637045 http://m.getsatisfaction.com/topics/7763654 19637045 Calvin Multanen responded to "Summarize Date Field by Fiscal Quarter in Report Builder?" 2018-07-13T14:12:35Z 2018-07-13T14:12:35Z Calvin Multanen http://m.getsatisfaction.com/people/9300190 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11206439/profilepic_medium.jpg calvin_multanen Hey Tim,<br /><br />Thanks for the quick reply! I believe we've already set that up in Salesforce and it already works for reports were we are filtering by dates.&nbsp;<br /><br />The issue we are facing right now is that when we summarize a report by date, it seems like quarter is set to CQ instead of FQ. For example, we are still in Q2 but our reports are showing some responses as Q3 (end of July is the end of our FQ).&nbsp; 0 http://m.getsatisfaction.com/topics/7763654/replies/19637050 http://m.getsatisfaction.com/topics/7763654 19637050 Tim Schukar responded to "Summarize Date Field by Fiscal Quarter in Report Builder?" 2018-07-13T14:15:17Z 2018-07-13T14:15:17Z Tim Schukar http://m.getsatisfaction.com/people/9308700 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11151639/Tim_Schukar_medium.jpg tim_schukar_gk45ckgpduvuk Hm...&nbsp; Let me ask internally.&nbsp; Is this object in SFDC or MDA?&nbsp;&nbsp; 0 http://m.getsatisfaction.com/topics/7763654/replies/19637054 http://m.getsatisfaction.com/topics/7763654 19637054 Calvin Multanen responded to "Summarize Date Field by Fiscal Quarter in Report Builder?" 2018-07-13T14:16:57Z 2018-07-13T14:16:57Z Calvin Multanen http://m.getsatisfaction.com/people/9300190 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11206439/profilepic_medium.jpg calvin_multanen Thanks, Tim! We are building the report off of an SFDC object called NPSSurvey Response. 0 http://m.getsatisfaction.com/topics/7763654/replies/19637057 http://m.getsatisfaction.com/topics/7763654 19637057 Tim Schukar responded to "Summarize Date Field by Fiscal Quarter in Report Builder?" 2018-07-13T14:18:10Z 2018-07-13T14:18:10Z Tim Schukar http://m.getsatisfaction.com/people/9308700 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11151639/Tim_Schukar_medium.jpg tim_schukar_gk45ckgpduvuk Strange - that should obey the fiscal year settings in SFDC.&nbsp; Can you check that setting and I'll check internally as well?&nbsp; Thanks! 0 http://m.getsatisfaction.com/topics/7763654/replies/19637320 http://m.getsatisfaction.com/topics/7763654 19637320 Calvin Multanen responded to "Summarize Date Field by Fiscal Quarter in Report Builder?" 2018-07-13T16:19:48Z 2018-07-13T16:19:48Z Calvin Multanen http://m.getsatisfaction.com/people/9300190 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11206439/profilepic_medium.jpg calvin_multanen Update - I was able to get the report to summarize by fiscal quarter. I changed the date filter from Response Date &lt;= This Month to &lt;= Current FQ and that seemed to fix it.&nbsp; 1