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Status Already exists
Categories Reports
Created by Chris Haggan
Created on Feb 1, 2024

Option to select CY vs FY in date based views

Who would benefit?

Anyone who's financial year end doesn't match the calendar year. For us, our financial year starts in Q2 (AMJ), I can't see how to either adjust the FY start dates or switch the views to say CY instead.

What impact would it make?

Allow us to show reporting more accurately.

How should it work?

Simplest approach would be a workspace setting to allow configuration of FY start dates and/or an option to use CY instead of FY in titles when showing quarterly data.

    Feb 9, 2024

    Thank you for your idea. It is currently possible to adjust fiscal year settings for the account in Account settings > Profile > Fiscal year start and Fiscal year format. This article will provide more detail.

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