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Set Up Trade Promotion Management
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            Reports for Custom Months and Quarters

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            Reports for Custom Months and Quarters

            If you set up custom months and quarters for your sales organization, you can create reports for custom weeks by default. However, you must update the report metadata JSON to view reports for the custom months and quarters.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            To view real-time reports for custom months and quarters, in the report metadata JSON, add "enableForCustomTimeLevel": true, at the root-level of the JSON. After a report metadata JSON is updated, the period filter shows custom month and quarter values for existing reports. You can generate a report for up to 23 custom months or quarters.

            The valid time dimensions for reports with custom month and quarters are Monthly, Quarterly, Yearly, and Total. However, similar to other real-time reports, the columns that appear in a monthly report depend on the values that you enter as the flatlist grouping in the UI Mapping section and not on time dimensions.

             
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