# Switch to a fiscal calendar

Many businesses operate on a fiscal year that does not follow the standard Gregorian calendar, which runs from January 1 to December 31. A fiscal calendar allows you to align reporting with your organization's financial year instead of the default Gregorian structure. This makes it easier to compare performance across fiscal quarters, measure progress against targets, and prepare financial reports using the time periods that match your internal planning and accounting cycles.

## Available calendar types

Databox offers three calendar options to support different reporting structures. Each option determines how year-to-date, quarters, and comparisons are calculated.

### Gregorian (Jan 1 – Dec 31)

This is the default calendar type. It follows the standard Gregorian calendar year, running from January 1 to December 31.

Use this option if your organization reports on a traditional calendar-year basis.

Time periods such as **This Year**, **Year to Date**, and **Quarter to Date** follow standard calendar definitions:

- Q1: January – March
- Q2: April – June
- Q3: July – September
- Q4: October – December


### Custom fiscal (financial) year

This option allows you to define a fiscal year that starts on the first day of any month.

For example, if you select **Apr 1 – Mar 31**, your fiscal:

- Q1 runs from April – June
- Q2 runs from July – September
- Q3 runs from October – December
- Q4 runs from January – March


Use this option if your financial planning, budgeting, or reporting does not align with the standard Gregorian year.

### Custom fiscal year with week-aligned quarters

This option aligns fiscal quarters based on full weeks instead of calendar months. Each quarter contains a consistent number of weeks, which helps maintain comparable reporting periods year over year.

This structure is commonly used in retail, ecommerce, and operational reporting where performance is measured in weekly cycles.

For example, if your fiscal year starts on **February 1** and uses week-aligned quarters:

- Q1 may run for **13 full weeks**, ending on the same weekday across years
- Q2, Q3, and Q4 each contain the same number of full weeks
- Quarter comparisons align by week count instead of month boundaries


This ensures that when you compare Q1 this year to Q1 last year, both periods contain the same number of weeks and weekdays.

Week-aligned calendars may cause quarter start and end dates to shift slightly each year to preserve full-week alignment.

## Switch to a fiscal calendar

Follow these steps to switch from the default Gregorian calendar to a fiscal calendar.

1. Go to [Account Management > Company information](https://account.databox.com/company-information).
2. Under **Account settings**, locate **Calendar**.
3. Select **Custom fiscal (financial) year**.
4. Click **Yes, change** in the confirmation prompt.
5. In the newly displayed **Fiscal year period** dropdown, choose your fiscal year range (for example, **Apr 1 – Mar 31**).


Fiscal years in Databox are named based on the year in which the fiscal period ends. For example, if your fiscal year runs from July 2021 to June 2022, it will be labeled **FY 2022**, and its quarters will appear as **Q1 2022**, **Q2 2022**, **Q3 2022**, and **Q4 2022**.

### Set up a custom fiscal year with week-aligned quarters

A custom fiscal year with week-aligned quarters allows you to align reporting by full weeks instead of calendar months. This ensures that week-based comparisons remain consistent year over year, such as comparing week 1 this year to week 1 last year.

This calendar type requires additional configuration.

To request a **custom fiscal year with week-aligned quarters calendar**, contact Support via chat or email at [help@databox.com](mailto:help@databox.com) to begin the setup process.

Be prepared to provide the following information:

1. **Fiscal year definition** — How is your fiscal year structured? Does it follow a 12-month cycle starting in a specific month? Is it fully week-aligned?
2. **Fiscal year start and end dates** — Specify the first and last day of your fiscal year.
3. **Quarter, month, and week definitions** — Explain how quarters, months, and weeks are structured within your fiscal year.
4. **Account scope (agency accounts only)** — Indicate whether the fiscal calendar should be applied to the agency account, specific client accounts, or both.


Support will review your requirements and complete the configuration for you.

Yes. Fiscal calendars are configured at the account level. Each account can define its own fiscal calendar independently.

Yes. You can revert your account to the standard calendar year structure at any time.

No. Databox currently supports fiscal calendars that begin on the 1st day of a month. Fiscal years that start on any other date (for example, the 15th) are not supported. If your fiscal year begins on a different date, you can submit a feature request on the Databox [Roadmap](https://roadmap.databox.com/b/feature-requests/set-different-fiscal-calendar-start-dates-mid-month).

No. Switching to a fiscal calendar does not modify your raw or historical data. It only changes how time periods such as years, quarters, and year-to-date ranges are calculated and displayed in visualizations.

 

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