[Explore] Enter Financial Quarters or Years
AnsweredHas anyone figured out a way to enter custom date groups/ranges? I'm looking to create some reports but with the financial year and quarter being used on the X axis but struggling.
I've tried creating groups for the months, and naming them Q1, Q2... but the idea falls over because our financial quarters overlap the calendar years (2022 May 1st to 2023 April 30th).
Kind regards,
-
Following this one! We also use Financial year and doing Explore dashboards and schedule reports is a complete nightmare right now!
-
Hey Amy, I just thought I'd share a solution. You can use the following:
FISCAL_YEAR(_date,_start_month) or FISCAL_QUARTER(_date,_start_month) to create custom attributes e.g. FISCAL_QUARTER([Ticket created - Date],"April") will start Q1 with April. You can then add the same for FISCAL_YEAR. You can then do the same for ticket solved, ticket updated etc.
More info here: https://support.zendesk.com/hc/en-us/articles/4408834558746-Explore-functions-reference
-
Thanks for taking the time to share this Mitchell Lewsey!
-
Brett Bowser credit goes to Gavin and your tier 3 who helped!
Please sign in to leave a comment.
4 Comments