Filter by "This Fiscal Year" in Analyze

It would be really handy if "this fiscal year" was a date range option within Analyze, so that you didn't have to update the date range each time you accessed saved views.

Guest
Sep 7 2016
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Data analysis

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Barbara Martell commented

May 07, 2021 20:46

Agree! This is baseline.

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Victoria Schonfeld commented

February 11, 2021 13:50

Please! Nearly all of my reporting is based on FY.

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Catherine Burns commented

January 31, 2019 21:01

Yes! I want to fix my report periods on the financial year, not have them roll when we enter a new quarter. Currently each quarter I need to recreate all my saved filters AND reset up the scheduled reports that are emailed to me on the last day of each month. This is very time consuming.

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Guest commented

May 05, 2017 20:10

It looks like this is in place?
https://community.blackbaud.com/blogs/13/3408

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Matthew Nareff commented

September 26, 2016 14:44

I agree that this would be helpful to have. It would be great to have all the same options that exist in the database view (this fiscal, last fiscal, etc.). There is a work-around that can do. You can set it up so that the date range is the entire fiscal year (so for me it's July 1 2016- June 30 2017). That way you don't have to update it each time you run it and it will always show you through the current date.

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