How to set up a fiscal year in CELUS

Modified on Thu, 5 Jun at 11:15 AM

Release 6 of CELUS brings the possibility to set up a fiscal year in your account and work only with applicable data. There are two ways to set up a fiscal year.

Option 1:

To set up a fiscal year, navigate to the "Date range" tile in the upper bar of CELUS:

Select the first month of your fiscal year from the drop-down menu:

Now choose the option that suits your needs - Ongoing fiscal year, Ongoing and previous fiscal year, etc.

Option 2:

Navigate to your user profile in the upper right corner:

Find the User Settings section and choose the first month of your fiscal year in the dropdown menu: