Change the Year Start date used for custom reporting periods

Owned by Matt Kepple
Last updated: Dec 29, 2021
1 min read

By default, the Year Start Date used for custom reporting periods is 1st January.

If your Year Starts on 5th April or any other date, you can set this date on the Targets page of a project.

Steps

Only Project Managers and Organisation Admins are allowed to access the project targets page.

  1. Access the project targets page. You can do this by following these steps:

    1. Select My Apps from the top menu

    2. Select Projects

    3. You arrive on the My Projects page

    4. Find the project that you want to set targets for

    5. Select the More Options button for that project

    6. Select Targets

  2. You arrive on the project’s Targets page

  3. Press the calendar icon next to where it says Year Start Date

  4. Either type in the new date or use the Date Picker by clicking the calendar icon

  5. Scroll to the bottom of the page and press Save

  6. You arrive on the Project page

  7. That's it. You've successfully set the Year Start date for your project's custom reporting periods.

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