Add more default time frames in the Reports
In Reports, in the Forecast Report. The default time frames available are good -- but perhaps add a couple? I always review revenue by quarter, so "Next Quarter" would be great to see. As well as "Next Year" -- which would be helpful now since we're in budgeting season.
Laura Fisher
shared this idea
Figuring out a place for this on the roadmap
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Jordan K
commented
Requesting on behalf of Ileene at FOX:
Requesting the addition of a “Next Quarter” option to the Reporting Time Frame Filters in Monarch.
Currently, users can manually select specific dates to represent the next quarter. However, when saving the report, it only rolls forward to the next month, rather than dynamically adjusting to reflect the entire next quarter once the current quarter ends.
Adding a “Next Quarter” filter would allow reports to automatically roll forward to the appropriate three-month period, improving consistency and reducing the need for manual updates.
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Jordan K
commented
Submitting request on behalf of Winter Horton at LMG
Today, the time frame options in reports are This Month, This Month+2, This Quarter, This Year, YTD and Specific Months. It would be incredibly helpful and efficient to also have the option of Next Month in reports instead of having to manually select the specific months.
"I use the Pacing Report every day and about half way through the month I start looking at next month’s pacing. To do that I go to the Options menu, use the drop down menu for Time Frame and then have to manually select the next month. It would be very cool if you guys could make “next month” an option in that drop down menu along with what’s already there (YTD, Quarter, year, etc..). "