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

yours31633164 15-11-2018

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

schedule_option.png

Please assist

Best regards!

Answers (1)

Answers (1)

ursboller
MVP
16-11-2018

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...