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How to create reports with a fixed start date or fixed time period

How to set fixed start and end dates on report columns to build financial year, fiscal year, or other fixed period reports.

Table of Contents

You can convert any existing column layout to include a fixed start and end date.

Select Fixed in the column options and then select your start and end date. (End date is optional).

Note: The default of Dynamic will move relative to the current month.

Or create a new report with fixed start and end date. (End date is optional).