To report on a quarterly basis, review the following templates:
Actual & Budget (Multi-Period) Template
This will give you columns for Actuals and Budgets for the periods set.
Period type = Quarterly (use the drop down arrow to select)
Start Period = Set from drop down eg Start this Financial Year
End Period = Last Month of Quarter you wish to finish actuals with
If there are additional periods within a quarter it will give you a Forecast value of Actuals to End Period + Budgets for remaining months in Quarter
If quarters are all in the future, it will just give you Budget values
Actual vs Budget
This will report the current Quarter and YTD values
Set the Report Month in the orange banner to the last month of your Quarter
Report Period = Report Month or filter as required
Report Type = Quarterly