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Reporting Period

You can now set custom Financial Year / amend the reporting period for your Intelligence

Ginny avatar
Written by Ginny
Updated over a week ago

If your business’ financial year differs from a calendar year, then you are now able to set this in Vincere. 

Head to Settings > Admin Settings > Reporting Period Management

Here you will have 3 options:

  1. Last 12 months (This will be the default option if you don’t choose a preference)

  2. Calendar Year (From: Jan current year - To: Dec current year)

  3. Financial Year (Choose your own start and end 12 month period)

You can then choose to make this period the default view in Intelligence.

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