Reporting using the Fiscal Calendar plug-in/Global Filters (London)

Ali39
Kilo Explorer

‎05-03-2019 07:11 AM

Hi,

I wanted to be able to report on incident,change etc using global filters such as Q1,Q2 which stand for the specific quarters (date ranges) within my organization (example: Q1 = Jan1st to March 31st) . The way I was hoping that the filter condition would work is:For example if I am reporting on the incident table and use  'Created' on 'Q1 2018' which would filter all incidents created between Jan1st and March31st.

In order to achieve this I activated the Fiscal Calendar plugin and configured it to match our organizations Q1,Q2 date ranges. After being configured when I went to report on incidents using it I was unable to see these options anywhere.

It would be great if someone could tell me whether Fiscal Calendar is the right plug-in to do what I want. If not is there another possible solution to have global filters such as 'Last Month' , 'Last Week' that are available globally and filter data down to the predefined date ranges?

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Brandon R1
Tera Contributor

‎10-05-2020 03:48 PM

You probably figured this out already but the Fiscal Calendar plugin is correct. In your condition builder for reports, it should be listed as "Schedule" then you click that to get "Last Fiscal Month...." etc. If not, you may need to add the Fiscal Year, Month, & Quarter for the package you need such as Incident Management.

Hope that helps.

 

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