Using Fiscal year in reports

Brad Allerton
Tera Contributor

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!!

5 REPLIES 5

@Brad Allerton 

 

Enable the Fiscal Calendar plugin,

https://www.servicenow.com/docs/bundle/washingtondc-platform-administration/page/product/it-finance/...

 

Define Fiscal Calendar type,

https://www.servicenow.com/docs/bundle/washingtondc-platform-administration/page/product/it-finance/...

 

Bhuvan_0-1753886496545.png

 

For example, if you defined Start of Fiscal Year as April, Q1 will be Apr-Jun 

 

Bhuvan_1-1753886580973.png

It will generate Fiscal Calendar and you can use it in Reports.

 

Thanks,

Bhuvan