Using Fiscal year in reports
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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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07-30-2025 07:45 AM
Enable the Fiscal Calendar plugin,
Define Fiscal Calendar type,
For example, if you defined Start of Fiscal Year as April, Q1 will be Apr-Jun
It will generate Fiscal Calendar and you can use it in Reports.
Thanks,
Bhuvan