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Is there any way when creating a view for a graph, to make one the filters update on a quarterly basis? ( I am aware of the "Created On" filter, I was just wondering if there was something else that might do the trick.)
Like a view that shows data at the end of every quarter?
Any help would be much Appreciated,
You can use Fiscal Periods to filter the records (dynamically) for a quarter in a view:
You can set your fiscal period to Quarterly in order to apply quarterly filters:
For example if you need to list opportunities closing this quarter, we would apply following filter:
This way, you will have a dynamic filter for a Quarter.
(if it answers your query, mark this answer verified)
Verified Wahaj's solution , it works
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