Manage Fiscal Years

Defining fiscal years will let you create Pito reports that aggregate results by year where the year might start on an arbitrary day, like October 1st.

Most programs operate with one fiscal year and this gets set up when your site is built. If you have permission to edit program settings, you can add fiscal years or change your fiscal year.

To do so, go to:

Administration > Program Settings

Scroll down to the bottom left of the page. Under "Fiscal Years", click "Add Fiscal Year" in blue.

Give it a name like "Calendar Year" or "Donor Fiscal Year" and a start date. Click "OK."

If you need to remove a fiscal year, click "Delete" next to the fiscal year. To change your fiscal year, delete it and add the new one. 

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