Changing the First Month of the Fiscal Year

Article Number:040479

Once you set the first month of the fiscal year, it will be used in the Graph and Sum features
With the chart feature and the data aggregation feature, you can use the values in the Date and time field to display data on a quarterly basis.

For example, in an app for managing product sales data, you may set the first month of the fiscal year to April.
In this case, you can calculate the sales amount for each of the following four periods:

  • The first quarter (April to June)
  • The second quarter (July to September)
  • The third quarter (October to December)
  • The fourth quarter (January to March)

Image By default, the first month of the fiscal year is set to April.

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen), select the App Settings tab, and then select Misc Settings under Advanced Settings.
    Screenshot: The "App Settings" icon is outlined in red

  2. Select a month in "First Month of Fiscal Year".

  3. Click Save on the bottom right side of the screen.

  4. Click Update App at the upper right of the screen.

  5. On the confirmation dialog, click Update App.