What's new

How it works

  1. Go to Data Collection Portal → Portfolio → Settings
  2. At the top of the portfolio settings page, locate the last toggle: Enable fiscal year
  3. Toggle it on
  4. Set the First month of fiscal year field to the correct starting month for your reporting period
  5. Save your settings
  6. Navigate to Data Collection Portal → Portfolio → ReportsSASB
  7. The report will now show it reports on a yearly basis starting from the configured first month of your fiscal year

Where to find it

Data Collection Portal → Portfolio → Reports → SASB

Additional notes