Smart Grouping of Date fields in Reports and Advanced Queries

[Partha]

HI,

Is it possible to write month of transaction date so that the customer report come for month in custom report

[Ealfardan]

Hi @Partha,

That would indeed be a useful feature, I think preset time filters and groupings like year, quarter, month, week and day should be available for use in Custom Reports and Advanced Queries.

I ran a quick search and scan of ideas and this related idea came up:

Predefined periods on reports

In the past I’ve submitted wrong VAT tax return forms, because I mistyped an end date. In most cases you’ll need predefined reporting periods. This is usually 1 year (1/1 - 31/12), every quarter, and every month. Some businesses don’t align their fiscal year with the calendar year, so my solution would be: Be to be able to define periods in settings, and then be able to use these periods when creating reports. This would also be used for certain dates (opening and closing balances) For examp…

Though this idea is closely related, it is different in that it is only concerned with the Group by filter and that’s why I will place it in ideas.

I’m going to change the title as well to include all reports and queries where Group by exists.

[Partha]

also a facility of the total of the column selected in the query, both in custom and main reports