Update a portfolio company's fiscal year end so that reporting periods in your requests match how that company actually reports its financials.
Step One: Open the company's profile and go to Company settings.
From your Companies page, click into the company you want to update. Then click the three dots next to the company's logo and select Edit company.
Step Two: Set the fiscal year end.
Choose the month that matches the company's fiscal year end, then save your change. Fiscal year end months will automatically default to December.
Please note that if there is existing metric data in the company's profile, this will shift the data to the updated fiscal year end. This will also alter future requests for that company so the reporting periods will line up with the updated fiscal year end.
This feature is automatically included for new Visible customers, but is opt in for existing Visible customers. This is intentional to ensure that the data in your account remains accurate. If you are interested in enabling this feature please reach out to customer support or your customer success manager.
Let us know if you have any further questions.