Report group by Fiscal Years

[AlvinaLa1]

Hi! I have a project report that I want to group by fiscal year (July 1 - June 30).

Is it possible to create a grouping to organize projects by their Actual Start Date, which each sub-group being an FY? There does not seem to be a default, so is this a text-mode thing?

Other things to note:
We do not use financials.

Our projects do have an FY23/FY24/F25 at the beginning of each project name.

[RowvillBh1]

Hi Alvina,

Yes, you can certainly achieve this by adding a grouping for actualStartDate under the Groupings tab of your report (In edit mode). Then you should see a dropdown just below the grouping : "Group Dates by" select year in this dropdown and you should have what you're looking for.

Hope this helps 🙂

Regards

RB

[skyehansen]

In order to group by fiscal year, you would have to configure something in your system that defines your fiscal year. Most customers use a dropdown field picker and force users to select a fiscal year. Since your projects are named in a specific way, you can also use calculated fields to indicate this. Looking at the calculated data expressions page:

https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/calculated-custom-data/...

you could maybe use LEFT({name},4) but honestly you should test it, especially since you also want to sort by this field.

[kautuk_sahni]

@AlvinaLa1 Just checking in — were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!