Admin Console > User filters > Set up a custom fiscal year

Set up a custom fiscal year

If you need to use a different fiscal year for your components, for example, from July to June, instead of the default January to December, use the procedure below.

  1. In Admin Console, on the Documents Tree, right-click User filters and click New.
  2. You must name the filter as FinancialYearStart and click OK.
  3. Specify the Source.
  4. Set the Database and Authentication fields to Any.
  5. In the query area under Authentication, enter the beginning month of the fiscal year in the format SELECT 'MM/DD/YYYY' where the date and year are discarded and the month indicates the beginning of the year. For example, for the year that starts on July, 01, the query may be as follows: SELECT '07/01/2016'.
    Note For different databases such strings are different. For example, for Oracle, select '7/1/2017' from dual.
  6. Save the user filter.
    Note When the user filter is set up, all the components show the beginning of the year starting from the specified month. If you need to apply a regular January-December year to a specific component, in the Property Panel select the Use calendar year property.