Configuring custom fiscal periods

If you have complex reporting requirements that the standard, 4-4-5, and 4-5-4 options cannot satisfy, you can customize the fiscal periods for your site calendar.

About this task

You can configure custom fiscal periods for a site when you are creating the custom site calendar. For information about creating a custom site calendar, see Creating a custom site calendar.

By default, each quarter of a fiscal calendar consists of three one-month periods. The first period begins on the start date defined on the Calendar Options window.

You can resize the quarters, change the length of periods by changing their end dates, and add or delete periods.

The following limitations apply to customizing fiscal periods:

A calendar must contain at least four periods.
A quarter must contain at least one period.
You cannot change the period names.

Note: You cannot change the start date of the calendar on the Configure Fiscal Periods window. If you need to change the start date, click Back to return to the Calendar Options window and change your settings.

Procedure

When you are creating a custom site calendar, select Custom in the Calendar Options window.
Click Save & Continue.

Use the Configure Fiscal Periods window to configure the fiscal periods in any of the following ways:

Option	Description
To resize the quarters	Use the slider icons between the quarters to add or remove periods from a quarter.
To change the end date of a period	Click the calendar icon next to the period end date and select a date using the calendar. The start date of the following period changes automatically.
To delete a period	Click the delete icon in the row for the period you want to delete. The dates from the deleted period are added to the preceding period. If you delete a month from a 12-month calendar, the period names change from months to Period 1, Period 2, and so on.
To add a period	Select a period and click Add Period Below Selected to add a period below the selected period. A new two-day period is added, consisting of the last two days of the preceding period. If you add a period to a 12-month calendar, the period names change from months to Period 1, Period 2, and so on. You can change the duration of the new period by changing the end date.

When you are finished configuring the calendar, click Continue.
To finish the custom calendar configuration, see Creating a custom site calendar.