Which settings do I have to make for a quarterly report? | Community
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yours31633164
yours31633164
November 15, 2018
Solved

Which settings do I have to make for a quarterly report?

  • November 15, 2018
  • 2 replies
  • 879 views

Hello all,

I would like to schedule a quarterly report which is send every three months. The time period is October - December (Q4) and the comparison time period is set to July - December (Q3). The report should be sent on 01.01.2019 and look back on the last three months. Which schedule settings do I have to make and what starting date should I set?

I have already ticked the box for "rolling date quarterly". But I can only find the settings for:

  • Daily
  • Weekly
  • Monthly
  • Yearly

Please assist

Best regards!

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Best answer by Urs_Boller

please upvote here: schedule Workspace Projects to send every quarter

2 replies

Urs_Boller
Community Advisor
Urs_BollerCommunity Advisor
Community Advisor
November 16, 2018

ther is no quarterly option so far! in similar cases I send monthly reports to business telling them to throw the month between away, or I send them to myself and forward to business (depending on recipient).

I think there is already an idea somewhere in the forum, please upvote...

Urs_Boller
Community Advisor
Urs_BollerCommunity AdvisorAccepted solution
Community Advisor
November 16, 2018

please upvote here: schedule Workspace Projects to send every quarter

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