Provide Ability to Report by Fiscal Year | Community
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Level 9
Apr 19, 2017 2:46 PM UTC
New

Provide Ability to Report by Fiscal Year

Currently, reports are based on calendar year but it would be very beneficial having the option to report by fiscal year as well. Only option at this time is to purchase a 3rd party app which costs over $5,000.

4 replies

New Participant
Jul 14, 2017 3:44 PM UTC

Many companies have fiscal years that are off the calendar year. This would be very helpful in order to use native Workfront reporting capabilities. We're having to integrate with Qlik in order to report out at the quarterly & annual levels.Good for WF partners, I guess; irritating (and more costly) that we can't adjust calendars in that way as part of the configuration.

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SusanPfAuthor
Level 9
May 17, 2017 2:04 PM UTC

Nichole, that option doesn't work. It works for project deadline dates but when it comes to graphs and gantt it is shown on calendar by calendar year not fiscal.

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Level 2
Apr 28, 2017 7:14 PM UTC

I have a report for Fiscal year. Not sure if this is what you are looking for but here is what I use.

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Level 3
Apr 19, 2017 10:41 PM UTC

I would definitely use this! I already use all 8 slots for the quarters, so would like a separate option for fiscal year as well.

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