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Fiscal Calendar Setting

  • Updated

Create a date-based filter using your companies fiscal calendar year. You must define the start of your fiscal calendar year by month before using it in a filter.   

Define Fiscal Calendar Year by Month

Define the starting month of your fiscal calendar year. Select Administration > System Settings from the navigation bar. 

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Click on the Accounts tab inside System Settings.

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Scrolls down to the "Fiscal calendar start" pick list. The default start month is January. 

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  1. Select the start month from the pick list.
  2. Click Save to save your changes. 

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Filter by Fiscal Calendar Year

You can now filter records by your fiscal calendar year using a date-based attribute. Filters can be created in jobs and analytic reports. 

In a job, create a filter using the Filter Input button. 

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In a analytics report, create a filter using the Filter Data button. Follow below steps for either filter.

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  1. Create a filter using a date-based attribute. (e.g. CreatedDate)
  2. Select "relative to" from the Time/Date Format pick list.
  3. Define the time/date by fiscal quarter before run time, fiscal years before run time, fiscal quarters after run time, or fiscal years after run time.  
  4. Click Update Filter to save your filter.

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Notes:

  • Define your fiscal calendar year to easily filter and review fiscal quarterly metrics for data quality or enrichment.

 

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