Fiscal Years in the Prosposal section

Ana Williams

Our fiscal year runs from 10/1-9/30, we are currently in FY2016 (10/1/2015-9/30/2016). I cannot find the selection to run the dashboards by the dates needed. The selection I think i should use starts with 10/1/2016 and moves on to 1/2017. Is anyone else having a problem with this?


Thanks


Ana

Jen Claudy

Dates are one of the problems with the entire Analyze section.  There are several different ways that date filters operate, so it's not consistent, and some are more flexible than others.  I'm not sure which date field you're looking at, so I'm not sure how to help.


The main filters under Analyze > Proposals allow/force you to select dates by full months, and they're labeled oddly...this might be where your issue is...if you're looking for Sep 2015, which is your FY15, it may be labeled as Sep/FY2016.  I'm not sure if NXT references the FY dates set in RE:7 > Config > General or if it assumes that everyone runs a Jul-Jun fiscal year.


Since Analyze is still being developed, hopefully most things like this that make dashboards and reports difficult to actually use (and feel confident in!) will be worked out over time...and hopefully not too much time !  If you can pin-point exactly what date picker you're looking at, I'll try to help you figure it out.