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mdowney2
Contributor ⭐️⭐️⭐️
May 12, 2023
New Idea

Data Designer Support for Custom Fiscal Periods

Related products:CS Reports
  • May 12, 2023
  • 1 reply
  • 40 views

My org has a custom fiscal calendar with 12 periods that follow the 4-5-4 pattern. Ideally we would like Gainsight reporting to conform to these periods, so as the Gainsight admin I would need to be able to filter or group by date fields in Data Designer at this fiscal period level. Data Designer currently only offers the ability to filter or aggregate date fields at the fiscal year or fiscal quarter level. I’m curious if there are plans to add this functionality at the fiscal period level?

1 reply

Contributor ⭐️
June 18, 2024

The more recent support for custom fiscal periods is a great start - we have it setup and we use the 4-4-5 pattern.  I can report now by fiscal quarters or fiscal years - but not yet fiscal months.  Being able to report on the fiscal month would be a great addition!