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Question

I will make a yealy plan how can I filter it my Quarterly and monthly?

  • March 14, 2017
  • 0 replies
  • 43 views
I need to make yearly plan and it is from January to december how ever I need to filter or Group it also to quarterly
      This topic has been closed for replies.

      Hi Catherine,

      Are you trying to create a report? Can you please give some more information?

      Thanks,
      Gaurav
      • CatheeCathee
      • Author
      • Registered
      • March 14, 2017
      Hello, I am trying to create a report for yearly plan, and I used relationship then get the total per month. However I need to group it to quarterly.


      Thanks for you response.


      Cathee

      Have you tried a summary report? That report format has the option to do Group by Subtitals by month or quarter and you also have the option to have grouping of columns across th page.

      Not yet, Where an I check the summary report that you are telling.


      Thanks

      When you go to create a new report, it will ask you what type of report you want.  Try selecting "Summary".
      Okay Thanks Ill Try it later. :)
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