Report group by Fiscal Years

@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!

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/calculated-data-expressions#date-time-calculated-custom-fields

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

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