To change your Workspace fiscal year period in QuotaPath, select 'Settings' on the left hand navigation menu. Next, select 'Preferences.' Under the 'Company' section, you'll see 'Fiscal year,' where you can change the calendar start month to match your company's fiscal year preferences.

The standard, pre-set fiscal year (FY) goes from January - December, with fiscal quarters (FQ) set at Q1 from January - March, Q2 from April - June, Q3 from July - September, and Q4 from October to December.

If your fiscal year runs on a different 12 month period, you can easily adjust this.

First, you can choose to have the fiscal year of your Workspace based on either the ending month or the starting month. Then, you can adjust the calendar start or end month in the drop down menu and save your changes.

Once you set a custom fiscal period, we’ll use this new fiscal year (FY) and fiscal quarter (FQ) throughout your Workspace for annual and quarterly views, as well as other settings. To review data for a calendar year, use the timeframe filter.

Learn more ways to customize your Workspace preferences.