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The current configuration of Envizi Power Reports, which currently spans from January to December. However, our organization follows a fiscal calendar that commences in July and concludes in June.
To ensure accurate reporting and better alignment with our financial cycles, I kindly request the following adjustments within the Envizi platform:
Idea priority | Medium |
Needed By | Month |
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Hi @Guest . The Fiscal Year functionality is already in place for all clients.
In the calendar fields for PowerReports, there are some fields tied to FY (Details in the knowledge base here https://knowledgebase.envizi.com/home/monthly-dataset-glossary#MonthlyDataset-Glossary-BasicFields-Calendar )
These fields return the calendar data based on the Financial Year start which can be chosen in the Organization preferences settings in Envizi ( https://knowledgebase.envizi.com/home/reporting-and-dashboard-preferences#SettingupReportingandDashboardsPreferences-FinancialReportingPreferences )
Once this value has been selected and the data has refreshed, the FY date fields will be aligned to the configured Fiscal Year for your data in PowerReports
For your second item, can you please clarify your request further?