Financial Year Reporting


#1

Is there a way to filter by financial year rather than YTD on a date field?

Use case: Show all Leads added to CRM this financial year where this financial year is from 1st May 20xx.

At the moment clients have to change the selection criteria within the report each year and it is problematic to report across financial years.


#2

There is no way without adding some programming.
You would need a module where you defined fiscal years, then link it to leads.
Then you could reports on fiscal periods > leads