In the dynamic constituent query, add fields

In the dynamic constituent query, add fields in "equals" for "Last Fiscal Year," "Last Fiscal YTD", "This Fiscal Year," and This Fiscal YTD"

Does anyone still report calendar year besides the IRS? Everyone can define their fiscal year (calendar or not), but defaulting to calendar year reporting in queries makes a lot of extra work for multiple recurring queries.

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Feb 21 2015

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Guest commented

March 18, 2016 00:53

Completely agree. The system knows our financial year dates so could easily use these as criteria.

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In the dynamic constituent query, add fields in "equals" for "Last Fiscal Year," "Last Fiscal YTD", "This Fiscal Year," and This Fiscal YTD"

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