Our fiscal month ends are on the last fridays not at calander month end.

Is there a way to adjust a table of the month end dates in sales analysis as there is in G/L so they correspond or link sales analysis month ends to use the G/L month end dates in it's display summary statistics.

Hi Jim,

The reporting function in Sales Analysis does not support fiscal periods automatically, only calendar months. There is no way to adjust the list of available date ranges you can use for extraction rules or columns on reports. You could use the 'Specific Dates' to manually set the date ranges that pertain to your company's fiscal calendar.

If you want to do fiscal period reporting, that automatically reads a month-end date chart as in GL, you would have to use Quik Reports to report on the Sales Analysis data. Quik Reports does maintain a fiscal period chart in the same way as GL, and also has pre-defined fiscal period date ranges, such as fiscal MTD or fiscal YTD.

Regards,
Softrak Support