Dashboard: Customize by Calendar Year or Fiscal Year

5 votes

We operate on a July 1 - June 30 fiscal year, so the "calendar year" dashboard really isn't that helpful for me. It would be great if you allowed the dashboard to be customized to accomodate those of us operating not on a calendar year.

Done Suggested by: Shelly (17 May, '22) • Upvoted: 06 Jan, '23 • Comments: 2

Comments: 2

20 Jun, '22
John Klocke
Yes! And it would be great if contact reports could have columns related to This FY and Last FY, similar to YTD and Last Year.
30 Mar, '23
Carolyn Koesterman Admin
This organization setting has now added to allow the setting of the start of the Fiscal year in DonorDock. This will apply to the dashboard and when pulling reports. Full release notes for this update may be viewed here: https://helpcenter.donordock.com/kb/guide/en/release-notes-3-29-2023-g99DcH1NwQ/Steps/2325279