MENU
    Fiscal Calendar
    • 04 Jul 2024
    • 1 Minute to read
    • Dark
    • PDF

    Fiscal Calendar

    • Dark
    • PDF

    Article summary

    This report allows a User to view both the Fiscal and Operational Calendars for his/her restaurant. This can be extremely beneficial in clarifying the structure of your fiscal weeks and periods. 

    Also, a User is able to change the Legal Entity and year of a selected calendar to view any potential issues made when creating Custom Periods. Click here for more information on Fiscal Period/Year Setup.


    To navigate to the Fiscal Calendar, click 'My Reports' under 'Reports' in the left pane and select 'Financial' in the top header of the reporting window. Once opened, a listing of reports will be shown. 

    Find 'Fiscal Calendar' and select 'Customize' next to the report. This will open up a listing of all Report Parameters that can be used to define your report.


    Report Parameters

    1. Calendar - The option of either the 'Operational' or 'Fiscal' calendar

    2. Legal Entity - A listing of all Legal Entities

    3. Year - The current year will be displayed here, but clicking on the year will enable the User to edit and change years

    4. Run Button - Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. Click here to learn more about this functionality

    Click here to learn more about Report Views and their added functionality.


    Email, Export, or Print the Report

    This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.


    Was this article helpful?