Is there a centralized location or a place in each client’s dashboard where we could track / set a client’s budget season? (Calendar year vs fiscal...)?
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Hi Bert,
In the Budget Forecast tab in each client, you can click on Current Reporting Options to change the reporting period to Fiscal Year instead of calendar.
See this article - https://help.lifecycleinsights.io/hc/en-us/articles/17948628292507-Budget-Forecasts-Report-Creation-and-Reporting-Options
Best,
Shay - Solutions Engineer
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