When you view your Tracker, you’ll default to viewing calender years (January 1 - December 31). If your organization uses a different fiscal year, however, you can now update your years on Instrumentl to reflect your organization’s fiscal years.

To set custom fiscal years:

  1. In your left hand sidebar, navigate to the the bottom left Account, and click on Organization Profile

  2. Navigate to the last section: Fiscal year

3. Click the drop down menu, and select the date range your organization uses

4. Save and Exit

This will adjust all your saved grants to the correct fiscal year.

You’ll notice the updated fiscal years anytime a Year is referenced in your Tracker, such as on the Tracker:

Or when you Share a Report:

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