NXT Webview - Dashboards by Fiscal Year!!
When creating a dashboard, we only have the option to choose "Accounts by ... Year, Quarter, Month" which means if you choose 'by year' to see everything at once, it splits up the detailed transactions by calendar year - there is no way to choose Fiscal year. If someone clicks on the first blue bar, to view their actual expenses, the comparison of Actual to Budget will only include months in 2017. They then have to click on the second blue bar to see months in 2018.
The system allows me to choose a date range (fiscal year) for the “Post Date” but it still separates the output data by calendar years. Currently, I am unable to roll out Dashboards in NXT webview because it will create confusion for our non-financial staff.
We should be able to view all months of the fiscal year added together on the output! See attached for screenshot of what I'm talking about.
Thanks!
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Guest
- Mar 13 2018
- Planned
Related ideas
Please also add fiscal years to custom insights & dashboards too
This should be a no brainer. Everyone has a fiscal year. Many don't match up with the calendar year. Without a fiscal year many reports are useless when comparing to other years.
UConn also needs all reporting by fiscal year! Hoping an Admin will comment soon!
It would be nice to have the option to choose how you want it displayed. But I agree that Calendar Year view on a budget for a school is not helpful.
I've been talking to support about this as well! WTH?? Isn't Blackbaud a primarily K-12 and higher ed software provider??? How many schools function on a calendar year?? Dashboard is COMPLETELY useless for us as is!
YES YES YES! I just talked to support about this. I cannot do dashboards until we have the ability to use fiscal years.