Reporting using the fiscal year

Use the DateDimension business object to report on the fiscal year in IQA.

Example: The out-of-the-box fundraising dashboard reports on the current calendar year for fundraising totals. The fundraising team needs to know the total donations for the current fiscal year, which is July - June, rather than the calendar year of January - December. They must use the Date Dimension business object to return the fiscal year data.

Do the following to create the query:

  1. Go to RiSE > Intelligent Query Architect > New > Query.
  2. Name the query.
  3. Sources tab:
    1. Add the GiftSummary and DateDimension business objects.
    2. Add the following relation: GiftSummary.Transaction Date = DateDimension.The Date

      3. Adding sources

  4. Filters tab:
    1. Add the [GiftSummary] Amount property as a filter:
      1. From the Comparison drop-down, select Greater.
      2. In the Value field, enter 0.
    2. Add the [DateDimension] Fiscal Year Begin property as a filter:
      1. From the Comparison drop-down, select Within Years.
      2. In the Value field, enter 1.

      3. Working on the Filters tab

  5. Display tab:
    1. Select GiftSummary.Amount and set the Function column to Sum.

  6. If needed, change the Format of the property to be displayed.
  7. Click Run. The total gift amount for the fiscal year displays.