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Saved Search - Grouping Transactions by Quarters Over Multiple Fiscal Years (not Calendar Year)

edited May 13, 2021 4:24PM in Search / Reporting

Hi there,

I’m struggling on one formula.  I have a saved search that’s date range is 4 quarters ago to date… so basically showing me up to 5 quarters.  I want to group it by quarter and I want to do it dynamically, meaning nothing is hardcoded.  I want it to display 2019-Q1, 2019-Q2, etc.  I have done tons of searches, and I see a lot where you can do it based on month, but because I’m spanning across different fiscals, it doesn’t accurately display my quarters (e.g. right now, it will show 2019-Q1, and 2020-Q1, but its displaying incorrect data -

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