Setting your farm year and financial view (actuals, or actuals + forecast)

Navigating your Figured farm using the Global Date Selector.

Setting and managing the year and financial view (actuals, or actuals + forecast) for your farm is simple and easy with the Global Date Selector (GDS).

How do I change the year and financial view for my farm?

At the top of each page you will see a ribbon that allows you to select the year, financial view and actuals to month for your farm.

Once these options are selected, each page will display the relevant content based on your settings.

The GDS bar is made up of three main parts that you can interact with, and the following additional information is displayed:

  • Current financial view (actuals / actuals+forecasts) this is the view all pages will be shown for - i.e. changing to actuals will load your actuals planning tab, actual trackers, and actual reports

  • Current actuals to selection - if actuals are selected, this is the month the actuals data will be shown to on all pages

Customising your Global Date Selector

Clicking either the < or > buttons will move you backwards or forwards by one financial year.

Clicking on the current displayed year will drop down a comprehensive list of years, both in the past and in the future.

Clicking on the current financial view will allow you to switch between actuals and actuals + forecasts.

Clicking on the final dropdown for Actuals to will allow you to switch to showing actual financial information to a specific month, or showing none at all, viewing just your forecasts.

  • You would be able to select Actuals To from the following options:

  • This Month, you would see actuals til your current month in the year which you are on

  • Last Month, you would see actuals til the previous month right before the current, the current month you are on would be shown as a forecast

  • None, no actuals would be showing, you would see an entire season of forecasted values

  • Custom, you can set a plus or minus value for any number of months you want to run your actuals to.

An example would be, if it’s September now and I use Custom Dynamic Dates to go back -3 months before, I would see actuals til June only.

Exceptions

The Global Date Selector is not valid for all parts of the Figured product.

For example your end of year trading statements are only generated for actuals, thus you will not be able to generate one of these statements unless the settings are accurate first.

Attempting to do so will result in the below message.

On parts of Figured where the Global Date Selector is not used at all, like the settings page, the selector will be greyed out as it has no impact on the information displayed.

Did this answer your question?