Report Builder: Filter Dates based on Current Financial Year
AnsweredDescription:
I would like to suggest adding an option to filter data based on the Current Financial Year in the Report Builder.
Currently, we can filter using options like “Current Year” or “Current Quarter,” but there is no built-in option to filter data based on the financial year. This would be especially useful for those of us whose reporting is aligned with a specific financial year (e.g., July 1 to June 30).
Current Workaround:
At the moment, we have to manually set date ranges using the “Between” option (e.g., between 1 July 2024 and 30 June 2025). However, this requires manual updates every financial year, which can be time-consuming and error-prone.
Proposed Solution:
A simple “Current Financial Year” filter that automatically adjusts the date range according to the financial year would save time and effort, ensuring reports stay accurate without manual intervention each year.
Would love to hear your thoughts or if anyone has found other solutions!
-
Official comment
Hello Kennard,
Thank you for your suggestion. I have passed this feedback onto the product team to consider in the future.
Comment actions
Please sign in to leave a comment.
Comments
2 comments