Friday, November 16, 2018

Quarter Format in Saved Search to be the same as in Reports

The quarter function in saved searches results are in the following format (for Q1):


A report function uses the Quarter field which results in the following format:


Need for the results from a report and a saved search to have consistent data.


Remove the Q in the saved search results when using the saved search.

You can use a formula directly in search instead of the quarter function

Formula (Text) : to_char({field},'YYYY-Q')
1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Transactions
3. Under Results tab, use the following:

Formula (Text) : to_char({trandate},'YYYY-Q')

4. Click Save & Run or Preview

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