Question on Fiscal Year Definition

[elvispresley99]

We have been asked to run a report (SugarCRM Pro 5.0) and while we have the Fiscal Year defined in the Forecasting module, it does not translate to the reports. In other words, the reports reflect the calendar year, thus throwing our report for Sales off by 3 months. Is there somewhere to define in the report what the Start / End Dates are for the Fiscal Year, thereby allowing a report to be run from 10/1/2008 - 9/30/2009 (for example) rather than for the calendar year of 01/01/2008 - 12/31/2008? I am certain I am missing something, or haven't figured out how to set this up with filters. Any guidance would be much appreciated.

Thanks!

[sugarcane]

Hello,

Are you trying to set up a report based on the Opportunities module? If this is the case, then you can create your own filter based on dates (date created, expected close date, date modified) and choose the option 'Is Between'. This will allow you to enter the start and end dates that you are interested in (there is no place to define a fiscal year for the reports without customizing the code)

[Kupo]

Quite an old thread, but for anyone in future that is interested in the solution to this...

In Australia the typical financial (or fiscal) year runs from July 1 to June 30 the following year.
So FY2010 = 1st of July 2009 -> 30th of June 2010.

to get the reports to display the correct quarter and fiscal year, modify the following file:
/include/generic/SugarWidgets/SugarWidgetFielddatetime.php

	function displayListquarter(& $layout_def) {
		$match = array();
        if (preg_match('/(\d{4})-(\d)/', $this->displayListPlain($layout_def), $match)) {
			
			// start modify
			// change the quarters to align to financial/fiscal year instead of calendar year
			$quarter = (int) $match[2];
			$fyear = (int) $match[1];
			
			if($quarter >= 3) {
				$fyear++; // change to FY (based on quarter)
				$quarter = $quarter - 2; // align to match FY quarters
			}
			else {
				$quarter = $quarter + 2; // align to match FY quarters
			}
			
			return "Q".$quarter." ".$fyear;
			// end modify
		}
		return '';

	}