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Status Shipped
Categories Reports
Created by Guest
Created on May 28, 2019
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit APP-I-1545 Allow for Fiscal Year date formats to be customized to read FY16 Q1 vs 2015/16 Q1.

Reports to support Quarters for non-calendar Fiscal years Merged

Case Ref: Pivot table named “Pivot table: Product releases by quarter” is displaying pervious year within the Quarter column title 

Change Request:

Support non-calendar fiscal years: When the display option is selected as Quarters, both the year and quarter is display in the column header. This is preferred, however it only supports Jan-Dec fiscal years. For those non-calendar fiscal years both the current And past year are displayed (eg. 2018/2019 Q3). This is incorrect and very confusing; making the pivot report almost usable for distribution.

The column header should display only 1 year with a quarter.

The logic should reference the fiscal year configuration (as set by the Admin) and display the correct year with the quarters. For example, if my fiscal year ends Nov 30, and I run a report from Dec 1, 2019 - Dec 31, 2020, then report would display columns Q1 2020, Q2 2020, Q3 2020, Q4 2020, Q1 2021.

  • Scott Ritchie
    May 28, 2019

    This limitation is confusing for our customers when we share our roadmaps and requires explanation. Calendar and fiscal years should be separate or at least have the quarter release column customizable.