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christopher_sanderson
Helper ⭐️⭐️
January 23, 2018
New Idea

Using fiscal quarter in the MDA

  • January 23, 2018
  • 16 replies
  • 280 views
Hello

I did some due diligence, looked in Community and Support, asked GS Support, so I think my understanding and request are good.

If you are reporting against a SFDC object, you have the option to add filters for "Current Calendar Quarter" or "Current Fiscal Quarter", which can be very different for some orgs.  However, when targeting an MDA object for reporting, I can only do "Current Quarter", which shows CALENDAR YEAR only.

Can we add an option for Fiscal Year?

    16 replies

    meenal_shukla
    Gainsight Employee ⭐️⭐️
    August 16, 2019
    This is a very important feature for anyone who maintains a Fiscal Quarter different than Calendar Quarter. Essentially, it inhibits anyone to make any reporting on Quarter over Quarter completely impossible. Instead of solving for important but edge cases ( re: Dan's post 'For some organizations the fiscal year starts on the same day each calendar year, and for other organizations it shifts each calendar year'), can we try to solve for fundmantal use cases where Fiscal Year can be used? It severly limits our reporting on MDA objects such as Timeline, Survey 2.0, Scorecards and such.

    Outplay. Outwit. Outlast.
    darkknight
    Expert ⭐️
    March 10, 2020

    2 years ago: “Fiscal functions (like Fiscal Year, Fiscal Quarter) are not supported in MDA as of now. This is a reporting ask and we have it on our roadmap to support that in the near future.”  

     

    Apparently not too near...

    Jeff Kirkpatrick
    cnichols
    Helper ⭐️
    November 3, 2020

    We’re running into the same problem where it makes Gainsight look silly and questioning why Gainsight can’t do something. 

    rakesh
    Gainsight Employee ⭐️
    Lets put your data to work!
    November 6, 2020

    We do support reporting on fiscal quarters on MDA reports. You can check more details in the release notes here: 

     https://support.gainsight.com/SFDC_Edition/Release_Notes/Current_Release_Notes/13_Release_Notes_Version_6.13_April_2020#Honoring_Fiscal_Year_in_Reporting 

     

    What we do support is reporting on standard fiscal settings only 

    Standard Fiscal Years

    Standard fiscal years follow the Gregorian calendar, but can start on the first day of any month of the year.

    sai_ram
    Expert ⭐️⭐️
    November 27, 2020

    @cnichols did you get a chance to view the comments posted by @rakesh? Please let us know if it helped.

    sai_ram
    Expert ⭐️⭐️
    December 18, 2020

     

    @cnichols did you get a chance to view the comments posted by @rakesh? Please let us know if it helped.