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Mark Solution

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Specify your company's calendar year for reporting?

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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.

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1 Reply

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Community Advisor

Hi Scott,

I invite you to learn how to Enable Custom Quarters for Projects and then affects how you Filter reports by [those custom quarters].

Regards,

Doug