Monthly, Quarterly Reports

[JustJoker]

Hello!

I'm trying to figure out how to make a report with option to group data and totals by months and quarters of a year. Knowing how to find a range of dates with globals, I just don't understand how to find several ranges and group data in a readable report.

Does somebody have any clues?

Sorry for this may be silly question.

Thank you in advance,

Serge

[comment]

Records are grouped by a common value in the breakfield. To group by month, you need a calculation field that will return the same value for all records in the same month, e.g. =

TransactionDate - Day ( TransactionDate ) + 1

Use this field for sorting and for the sub-summary part.

Not sure what you mean by "find several ranges".

[JustJoker]

Thank you, will try

Will it be possible to add quarters and years as sub-summary that way to make it look like:

month1

month2

month3

-------

Q1

-------

month4

.

.

Q4

---------

Year

?

[comment]

Yes - provided you have a breakfield and a sub-summary part for each group (month, quarter, year).

[JustJoker]

Thank you very much