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Fiscal Calendars

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You can view your organization's fiscal calendar within the Ternary Reporting Engine. Setting up the custom fiscal calendar requires you to have the owner permission, and you'll need to know your organization's financial reporting structure and starting month of your fiscal year. Once you've added in this information, you'll have an additional option in the reporting engine to visualize your custom reporting structure based on your fiscal calendar.

You'll first have to navigate to your user settings and under Date Preferences, you'll enable the Fiscal Calendars feature. From there, you'll want head to Admin >>>> Fiscal Calendar from the right-side ribbon to define your organizations reporting structure.

User Settings:





Enable Fiscal Calendar:

Reporting Structure setup:

How to setup your Fiscal Calendar

When you first step into the Fiscal Calendar page you'll see the Gregorian calendar as your standard structure. You'll need the following information to create your custom reporting structure:

  • Fiscal Year Start: Once you add a year, you'll define the month and day your organizations fiscal calendar starts.
  • Fiscal Year End: This will be the last day of your organizations fiscal calendar.
  • Quarter Pattern: You define your quarter structure you'd like defined in platform; 5-4-4, 4-5-4, and 4-4-5
















Fiscal Calendar Admin Page

Once defined, you'll have the option to add in additional years and see information like your current fiscal year, fiscal quarter, fiscal month, and fiscal week.

If you input a time series that isn't complete or the quarter pattern is inconsistent, you'll see an error indicated as such:

Navigating Fiscal Calendars in TRE

With the new fiscal calendar defined, you will now have an option for reporting in TRE with your new fiscal reporting structure.

Step 1: Open a new report or existing report in the TRE:

Step 2: Define a Measure and Dimensions:








Once defined, you now have the option in the time ribbon to select the new Fiscal MTD and Fiscal YTD series:

Additionally, you can now view the data in quarters by selecting the Day dropdown:





Export Functionality: Export the data in it's current fiscal format as a CSV:

Updated 19 days ago