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

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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
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Catherine Dimayuga

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Posted 2 years ago

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Gaurav Sharma

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Hi Catherine,

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

Thanks,
Gaurav
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Catherine Dimayuga

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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

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QuickBaseCoach App Dev./Training, Champion

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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.
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Strategic Planners

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


Thanks

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QuickBaseCoach App Dev./Training, Champion

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When you go to create a new report, it will ask you what type of report you want.  Try selecting "Summary".
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Strategic Planners

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Okay Thanks Ill Try it later. :)