Posted: 5 Sep 2017 15:27 EDT Last activity: 16 Oct 2018 12:03 EDT
Altering Fiscal year calender in reports
Our organization has fiscal year calendar that is different from the rest of industries/organizations. The fiscal year starts from August and ends in July. In the report browser filters, if filter value for date column has to be selected based on 'calendar quarter' options (from date picker as shown in screen shot) by default the quarter is considered as Jan thru March of the year. Is there a way to alter/override the calendar period for each quarter ?
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The requirement from users is to be able to pull report for exact next, current,previous quarters which would not generally align with 60, 90 days etc. If there is a way to specifify quarter date ranges in a calendar record, it would be ideal
Posted: 3 years ago
Posted: 27 Mar 2018 8:26 EDT
Santanu Bhattacherjee (Santanu)
Senior Manager - Sales Automation