Add Fiscal Year as a "Group by" option when creating dashboard charts.

Currently, when creating Dashboard charts there is an option to group by year.  
Example:  Column: Disposition date, Group by Year.
However, this year is for the Calendar year.  Please also add in an option to group by the Fiscal year, which is useful for tracking grants for Organizations who's Fiscal year is offset from the Calendar year.  

  • Guest
  • Jul 8 2016
  • Already exists
  • Jun 1, 2017

    Admin response

    I'm closing this idea as "Already exists". This can be accomplished today by following these steps:

    1. Log into GIFTS Online
    2. Find the dashboard tab that you want to add the dashboard part to
    3. Click the down arrow on the dashboard tab
    4. Click Add Part
    5. Choose Chart
    6. Set up the "Group By" section as in the screenshot below.
    7. Finish setting up your chart on this page and the next.

    If I've misunderstood the intention behind this idea, please leave a comment here to clarify. Thank you!

    gochartfiscalye...
    Attachments Open full size
  • Attach files

Related ideas