Set a custom fiscal year on My Progress

In the My Progress section of the dashboard, users can see their total amount donated and total hours volunteered. The calendar year will show by default, but you can set it to your own fiscal year by following the steps below:

  1. Sign into your program.

  2. Go to Manage.

  3. Go to Site Settings > Fiscal Year.

  4. Choose Custom Fiscal Year.

  5. Enter the start date of your fiscal year. We'll calculate the end date on our own.
    fiscal-year.png
    Figure 1. Selecting a fiscal year start date of April 1. 

  6. Select Save Changes.

  7. Go to your dashboard and see the new dates listed under the My Progress tile.
    dashboard.png
    Figure 2. My Progress tile, showing a fiscal year of April 2019 - March 2020.

 

For additional support, contact us at help@benevity.com.

 

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