Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!

Specify your company's calendar year for reporting?

Avatar

Level 2

Hello Workfront community -

My team is in the process of building many reports / dashboards to show various data points by quarter.

Workfront provides filter options such as "This Quarter" or "Last Quarter". Our company does not follow the standard calendar year, so this standard option won't work for us.

Do you know if it's possible to specify / customize your company's fiscal year settings within Workfront?

I know we could hard code date ranges in the filters, but they would have to be updated every year with the new year value. This would also mean we'd have to manually updated handfuls of reports which is not an option.

Any thoughts on how we could streamline this?

Thanks in advance.

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

1 Reply