Quarter-to-Date (QTD) Article

Quarter-to-Date (QTD) Article

Quarter-to-Date (QTD) is a relative term referring to the sum of values within each respective quarter of your fiscal year. The values will reset to zero at each quarter end.


Quarter 1) Fiscal Period 1 - Period 3

Quarter 2) Fiscal Period 4 - Period 6

Quarter 3) Fiscal Period 7 - Period 9

Quarter 4) Fiscal Period 10 - Period 12


For example: 

1) If the fiscal year runs from January to December, by reporting on QTD data in August, the data will include information from July and August (QTD - Quarter 3 only).

2) If the fiscal runs from July to June, by reporting on YTD data in May, the data will include information from April and May (QTD - Quarter 4 only).



    • Related Articles

    • Fiscal Year Configuration & Period Labels Article

      The Fiscal Period Configuration is found in the Manage Company Databases/Company Definitions screen on the Period labels tab.  This is where the company's fiscal period configuration and fiscal period labels are assigned. At any point in time these ...

    • Year-to-Date (YTD) Article

      Year-to-Date is a relative term referring to the sum of values from the Fiscal Year start through to the period selected.  ​ For example: 1) If the fiscal year runs from January to December, by reporting on YTD data in February, the data will include ...

    • Column Formats Article

      Column formats can be defined in the following Setup screens: Define Custom Reports; Define Basic Budgets Entry Forms; and Define Custom Budgets Entry Forms. There are two options to setup Column formats: a) Grid Layout Tab This format supports Copy ...

    • Manage Budgets Article

          Tutorial Link Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, display budgetids, forecast setup, create historical avg for spreads. ...

    • Custom Budget Entry Article

      Tutorial Link Custom Budget Entry is used for entering and viewing budgets. As discussed in the Define Custom Budgets Entry Forms, all of the columns can be user defined. Custom Budget Entry has two tabs: Dashboard and Account Details. Other Budget ...