Once you have added fiscal years and periods, you can use them as filters, along with pre-built ones.  You can easily apply these filters to your lists to create custom fiscal period reports.

Filter by Custom Fiscal Period/Year

The fiscal years and periods you create become available to use as custom filters and you can use them in your lists to:

• Filter by custom fiscal years – Use this filter to drill into date fields by a specific fiscal year. 
• Filter by custom fiscal periods – Use this filter to drill into date fields by a specific fiscal period. 

 Filter by Pre-built Fiscal Year

Configuring fiscal year reporting makes pre-built filters automatically available to your lists that allow you to drill into your date fields by the current, following, and previous fiscal year.

You can apply these pre-built filters that drill into your date fields fiscal year, based on the current date:

• Filter by This fiscal year 
• Filter by Last fiscal year 
• Filter by Next fiscal year 
   

Filter by Pre-built Fiscal Period

Configuring fiscal period reporting will automatically make pre-built filters available on your lists that allow you to drill into your date fields by the current, following, and previous fiscal period.

You can apply these pre-built filters that drill into your date fields by fiscal period, based on the current date: 

• Filter by This fiscal period  
• Filter by Last fiscal period  
• Filter by Next fiscal period  

To Filter a List by Custom Fiscal Year or Fiscal Period

1. Find a list to filter by fiscal period and open it.

2. Select the Filter icon to add a filter to this list. 

3. In Filters, select Click here to add a filter. 

4. From the first dropdown, select the date field you want the filter to search in.

5. Select the Edit icon after Equals and then select Select fiscal periods to filter by it. 

6. Click the dropdown next to Fiscal year to select the fiscal year and fiscal period to filter by.

7. Make your selections then select Save to apply the filter. To filter by the entire year, select the year. To select a period, select the individual period.

8. For the field you selected, if there are records in the date field that fall within the fiscal period, you will see them in the filtered list. 

To Filter a List by Pre-Built Fiscal Year or Fiscal Period

1. Locate a list for filtering and open it.

2. Select the Filter icon to add a filter to this list. 

3. In Filters select Click here to add a filter.

4. From the first dropdown, select the date field you want the filter to search in.

5. Select the Edit icon after Equals and then select Select date value to filter by comparison. 

6. Select the dropdown next to Select date value and then select the date value to filter by.  You can filter by This, Last, or Next for week, month, year, fiscal period, or fiscal year. 

7. Select the option you want to filter by and then select Save to apply the filter.

8. If there are records in the date field that fall within the filter that you selected, you will see them in the filtered list.

If you have additional questions about using fiscal periods in reporting, contact support@eonesolutions.com.