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Fiscal or calendar year

Adjust the dashboard calendar to your fiscal year.

Written by Virginie Huaranca

Reflect lets you adapt analysis periods to your internal calendar. By default, the calendar year runs from January 1 to December 31.

Configuration

If your fiscal year starts in another month, ask the Reflect team to configure that starting month.

💡 Administrators can view this setting in Workspace → Preferences → Datepicker. Only the Reflect team can change it.

For other workspace settings, see the Preferences guide.

Demo account fiscal-year setting, with the year starting in April

Calendar changes

The configured month determines the years and quarters offered in your dashboard calendar:

  • Years are labelled Fiscal Year.

  • Quarters, Year to date and Quarter to date are labelled (FY).

“To date” means from the start of the year or quarter up to today.

For example, if the fiscal year starts in April, 2026 (Fiscal Year) covers April 1, 2025 to March 31, 2026. Check the selected period’s dates before comparing figures.

Fiscal years, quarters and periods to date in the calendar

Data query builder dimensions

In the Data query builder, fiscal mode adds dimensions in the Time category, such as Fiscal quarter or Month of the fiscal year. Calendar dimensions remain available.

Choose a fiscal dimension to group results by your fiscal year. The available choices also depend on the selected period and measures.

Fiscal and calendar dimensions in the Data query builder’s Time category

Legal reports

When you create a report, the suggested periods use the workspace calendar. Check the displayed dates before generating the report. If you need different periods, contact the Reflect team.

The BDESE guide explains how to choose the report year and the Realized and Trend year settings.

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