ClearPoint allows you to configure Fiscal Years so that reports, charts, calculations, and visualizations reflect your organization’s financial cycle rather than the standard calendar year. This ensures more accurate analysis and better alignment with your budgeting and performance reporting processes.
Adding a Fiscal Year
Fiscal years can be used across ClearPoint in areas such as:
Fiscal YTD calculations
Fiscal YTD views in charts
Summary reports using fiscal periods
To add a new Fiscal Year (e.g., FY 2026):
Click on Settings from the top navigation.
Choose Reporting Periods.
Navigate to the Fiscal Years tab.
Click the Plus (+) icon to create a new Fiscal Year.
Enter a Name for the fiscal year (e.g., FY 2026).
Select the Start Date and End Date.
The current fiscal year will be pre-filled automatically.
Adjust the dates to match your organization’s fiscal calendar.
Click Save.
Important Notes
Fiscal years cannot overlap.
ClearPoint enforces this rule to ensure calculations and reporting periods roll up correctly across charts, series evaluations, and summary reports.Once saved, fiscal years become available for:
Use in Reporting Frequency configurations
Fiscal YTD chart displays
Calculated series involving fiscal logic
Summary report period selections
Fiscal years do not need to match calendar years and can begin in any month based on your financial cycle.