Using fiscal quarter in the MDA

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  • Idea
  • Updated 3 months ago

I did some due diligence, looked in Community and Support, asked GS Support, so I think my understanding and request are good.

If you are reporting against a SFDC object, you have the option to add filters for "Current Calendar Quarter" or "Current Fiscal Quarter", which can be very different for some orgs.  However, when targeting an MDA object for reporting, I can only do "Current Quarter", which shows CALENDAR YEAR only.

Can we add an option for Fiscal Year?
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Christopher Sanderson, Employee

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Posted 8 months ago

  • 9
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Venkateswara Reddy Kasireddy, Product Manager

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Hi Chris,

Fiscal functions (like Fiscal Year, Fiscal Quarter) are not supported in MDA as of now. This is a reporting ask and we have it on our roadmap to support that in the near future. Will update the ETA here as we plan it.

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Jahnavi, Champion

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Each company has the fiscal year defined differently and hence this feature is a must needed feature for all reports
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Amanda Neil

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This will be a HUGE effort for us to change all the reports and CTA's where we have included CFY in our query. May I ask why this is not supported but offered in the reporting feature?  Can we please expedite this request?