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Manage fiscal year settings

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A fiscal period defines the time reflected in financial reports. It is used for reporting financial data in each period.

  1. Make sure you have the System Administrator security role or equivalent permissions in Dynamics 365 Customer Insights - Journeys.
  2. Open the Settings menu The Settings menu icon. at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.
  3. The new tab will open the Business management settings by default. On the Business management page, select Fiscal year settings.
  4. Enter information in the text boxes.
    • In the Start Date box, select the date to start the fiscal year.
    • In the Fiscal Period Template drop-down list, select how your fiscal year is divided.
    • In the Fiscal Year drop-down list, select how you want to display the fiscal year.
    • In Name Based On drop-down list, select whether the fiscal year name is displayed on the start or end of the fiscal year.
    • In the Fiscal Period drop-down list, select how you want to display the fiscal period.
    • In the Display As drop-down list, select how you want the fiscal year abbreviation and the year to appear.
  5. Select OK.