Using Fiscal Years

This article explains how to incorporate Fiscal Years in ClearPoint Next.

Fernando Montenegro
5 steps
10 seconds

Clearpointstrategy

ClearPoint allows you to configure **Fiscal Years** so that reports, charts, calculations, and visualizations reflect your organization’s financial cycle rather than the standard calendar year. This ensures more accurate analysis and better alignment with your budgeting and performance reporting processes.

Adding a Fiscal Year

Fiscal years can be used across ClearPoint in areas such as: - Fiscal YTD calculations - Fiscal YTD views in charts - Summary reports using fiscal periods

To add a new Fiscal Year (e.g., FY 2026): 1. Click on **Settings** from the top navigation. 2. Choose **Reporting Periods**.

1. Navigate to the **Fiscal Years** tab. 2. Click the **Plus (+)** icon to create a new Fiscal Year. 3. Enter a **Name** for the fiscal year (e.g., *FY 2026*). 4. Select the **Start Date** and **End Date**. - The current fiscal year will be pre-filled automatically. - Adjust the dates to match your organization’s fiscal calendar. 5. Click **Save**.

Important Notes

- **Fiscal years cannot overlap.**\ ClearPoint enforces this rule to ensure calculations and reporting periods roll up correctly across charts, series evaluations, and summary reports. - Once saved, fiscal years become available for: - Use in Reporting Frequency configurations - Fiscal YTD chart displays - Calculated series involving fiscal logic - Summary report period selections - Fiscal years do not need to match calendar years and can begin in any month based on your financial cycle.