Forecast Reporting Quarter Mismatch

[putapixelonit]

My expectation is that when I set date filtering for the Weighted Pipeline report, that it would follow the fiscal year settings in our account. 

These settings, which have Feb - Apr 2025 as Q1 FY26, are correct when looking in the forecasting tab.

In the Weighted Pipeline report though, Q1 FY 26 is Jan - Mar 2026.

Any ideas on how to fix? 

On the Weighted Pipeline forecast report, I expect the date range to align with the Fiscal Year, but it is relfecting the calendar year. 

Is there any way to fix this? 

Specifically, Q1 2025 shows Jan - Mar 2025 and Q1 2026 shows nothing, when Q1 2026 should be Feb - April 2025.

When I look in the forecasting tool I see that the month/quater/year are reflecting properly (see screenshot) but those dates are not translating to the reports. 

Any ideas? 

[PamCotton]

Hey, @putapixelonit, happy Friday.

I would recommend checking the report's date settings and filters to see if there's an option to use fiscal quarters. If not, you may need a custom report or a workaround using calculated properties.

To our top experts, @Shubham_Sharma and @Mike_Eastwood, do you have any recommendations for @putapixelonit matter?

Thank you,

Pam