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Report Grouping by Quarter Broken if Using Custom Quarters

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Level 2

Hello,

 

I have a Project report with the following groupings:

IsaacWu_1-1750278318489.png

However, our org would like to enable custom quarters with the following dates:

IsaacWu_2-1750278365333.png

 

However, keeping the same groupings leads to 'No Value' when using custom values. Any workarounds for this?

IsaacWu_0-1750278289970.png

 

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1 Accepted Solution

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Correct answer by
Community Advisor

I have recorded fiscal quarters in my instance from FY23 (Q1-4) to FY24 (Q1-2). What I see when I do a planned start date by quarter, is that everything falling from FY23 to halfway through FY24, is captured in a grouping and everything starting outside of this period is falling into the No Value grouping.

 

Are you saying that all projects starting within your dates (July 2025 to Jun 2026) is coming up as no value? If so, definitely submit a case to Workfront Support for more assistance.

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3 Replies

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Correct answer by
Community Advisor

I have recorded fiscal quarters in my instance from FY23 (Q1-4) to FY24 (Q1-2). What I see when I do a planned start date by quarter, is that everything falling from FY23 to halfway through FY24, is captured in a grouping and everything starting outside of this period is falling into the No Value grouping.

 

Are you saying that all projects starting within your dates (July 2025 to Jun 2026) is coming up as no value? If so, definitely submit a case to Workfront Support for more assistance.

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Level 2

Correct. I'll get in touch with the support team then!

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Community Advisor

I would love to get an update on what was wrong, Isaac!!