fiscal year Report

[ZHANG_QI]

Hello,

I have defined my fiscal year as running from April 1st to March 31st of the following year. In the properties of my Performance Analytics dashboard, I have also set the "Start of the fiscal year of your company" to be April.

However, when I use a Time series widget and check the "Previous period chart" option, the generated report starts from January instead of April 1st.

Any help would be appreciated. Thanks!

[Rahul Kumar17]

Hi @ZHANG_QI .

When using the Time series widget in Performance Analytics with the "Previous period chart" option, the widget displays the same period for the previous year as the current year. For example, if you are viewing a report for the period of April 1st to April 30th, the "Previous period chart" will show the period of April 1st of the previous year to March 31st of the previous year.

To ensure that the Time series widget displays data according to your fiscal year, you can adjust the widget settings. In the widget options, under the "Chart options" tab, select the "Fiscal year" option and set the start and end dates for your fiscal year. This will ensure that the "Previous period chart" displays the appropriate period for the previous fiscal year, starting from April 1st and ending on March 31st.

It's also important to ensure that the "Start of the fiscal year of your company" property in the Performance Analytics dashboard properties is set to April, which you have already done.

Thanks,

Rahul Kumar