Yearly totals for quarterly report starting in April

jukos

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Starting with the report wizard I created a quarterly report. I was able to get it to show the groups displayed as the right quarter...so Q1 is april to june. The issue I have now is that the annual total is showing as the sum of would be quarters starting in Jan. I suspect the issue is with grouping but not sure how to get around this. I have attached images to try and explain better.
 

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You should do the datentime formatting in a query, then use those fields to group by in the report.

I say 'those fields' because you should do it in 2 fields. One extracts the quarter, the other the Year. That way you can ensure the report groups and sorts correctly.
 
when is your Fiscal period begins?
if it starts other than January 1, then you need a UDF to
get the correspoding Fiscal Week or Fiscal Quarter of a particular date.
modify the db for your own use.
there are UDF i made there for this purpose.
 

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Thank you for the help guys! I did use the query method that plog suggested.
 

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