I have created a report to measure leads by revenue stage.
The report is setup to report on any lead created during the last 3 months.
I setup a subscription for the report to run on the 1st of the month.
Issue:
When the report ran on April 1, I was expecting it to provide data on the January 1 – March 31 timeframe
However, the actual data reported was for February 1 – April 30 – the “1st of month” month was included in the date range, rather than the preceding 3 months.
Question(s):
Am I missing something in the subscription setup?
If not, can there be a “last day of the month” (and/or even “Last Day of Quarter”) option added to the reporting subscription setup?
Two solutions: 1) Enter the specific date range you want and update every quarter
2) Change report to "Last 90 days". This may not fit your goals, BUT it will give you a better apples to apples comparison, and you can run it every week
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