HubSpot Ideas

MLiberato

Order Report Data by fiscal year

Hi Team, submitting the idea on a customer's behalf. 
Currently, the reports tool includes the option to filter the data by the account's fiscal Year settings, but when displaying the data it keeps the monthly order Jan-Dec, instead of using the order of the Fiscal Year Settings. 

 

It would be really useful to have the reports to order the data based on the account settings. 

 

Thanks! 

4 Replies
NDunderdale
Member

Vote for this, our fiscal year runs Jul-Jun. The release of the comparison function was a major step forward, but with a need to produce reports that compares months within our fiscal year, the default ordering of data from Jan-Dec on all reports causes signficant confusion within the business. So for example, with our comparison reports currently showing columns in the order Jan-Dec, our business users need to remember that these actually represent Jan-Jun 2023 following by Jul-Dec 2022

SBandara
Participant

Vote for this, our fiscal year runs Jul-Jun. The release of the comparison function was a major step forward, but with a need to produce reports that compares months within our fiscal year, the default ordering of data from Jan-Dec on all reports causes signficant confusion within the business. So for example, with our comparison reports currently showing columns in the order Jan-Dec, We would like to get reports from July to June which we consider as financial year.

MaximeBuis
Member | Diamond Partner

This is a big MUST!

SupportSystony
Member | Diamond Partner

When the Fiscal year settings doesn't work as expected, it is a bug or it needs to be fixed. But yes, a must to be fixed soon.