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Using Fiscal year in reports

Brad Allerton
Tera Contributor

‎06-04-2025 09:00 AM

How can I incorporate correct Fiscal year start/end dates in reporting?  I've created and validated a fiscal year.  It looks fine.  But when I go into the report builder and then ask to display by quarter, all my records show Q1 as January.  

 

Where do I go in SN to change that definition?

 

Furthermore, is there a way to set Calendar year to start in April (of ANY year) so that it will always default to that - otherwise I'm creating and validating fiscal years every year - which seems kinda low-tech in this day and age.

 

Thanks!!

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎06-04-2025 09:05 AM

Hi @Brad Allerton 

 

I am not sure but have a look :

DrAtulGLNG_0-1749053111452.png

 

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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Brad Allerton
Tera Contributor
In response to Dr Atul G- LNG

‎06-04-2025 09:33 AM

I'm unsure - It shows me where go ... but I can't be sure which to change to get the default setting I need.  Please see the attached report output.  

Preview file
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Dr Atul G- LNG
Tera Patron
Tera Patron
In response to Brad Allerton

‎06-04-2025 09:48 AM

Hi @Brad Allerton 

 

Sorry mate , no idea.

@AndersBGS any thoughts

 

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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Brad Allerton
Tera Contributor
In response to Dr Atul G- LNG

‎06-04-2025 09:53 AM

Just gotta keep digging!  Thanks very much for your input, though!