Allow cross-year reporting in fund reports and other financial reports
For those fundholders whose fiscal years end on dates other than December 31, there is no easy and convenient way to produce a fund report or other financial reporting that covers a period that includes parts of two calendar years (for example, a fund report that covers July 1, 2013 through June 30, 2014). That functionalilty would be a great timesaver for our staff.
Impact: We are currently having to generate two separate reports, export that data, and manipulate it in Excel to produce the needed information. Both time consuming and increases the likelihood of errors in the reporting.
We follow the same steps to provide reporting to agencies with different calendars. It is very time consuming.