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  • Range: Select different types of periods, in our case select "Fiscal Date"
  • '-': specify how many years/quarters you want to go back from the current date/period
  • years/quarters: the type of period
  • Length

    of

    Period:

    How

    long

    should

    the

    period

    be

    (years/quarters)

To calculate the invoices from the last fiscal year, it should look like the following:

Image Added

Press "Save" than "Update" to see the new result at the preview section at the bottom.

Adding the new Report to a Dashboard

First we should create a new dashboard. You can also add the report to an existing dashboard but keep in mind that on the predefined dashboard the changes will be overwritten on the next update.