# 4-4-5 Fiscal Calendar Report (/docs/reporting/fiscal-calendar)



Overview [#overview]

Analyze your business using 4-4-5 fiscal periods instead of calendar months.
Access from **Dashboard > Reports > Fiscal**.

The fiscal year is divided into 12 periods across 4 quarters, following a
4-week, 4-week, 5-week pattern within each quarter. This is the standard
retail-finance calendar used by many multi-week-aware operations.

This page documents how every metric is calculated. For shared rules, see
[How report calculations work](/docs/reporting/how-calculations-work).

What this report counts [#what-this-report-counts]

* **Bookings counted**: Confirmed and Pending. Draft and Canceled excluded.
* **Revenue formula**: business revenue = `GrandTotal − TipAmount`.
* **Date axis**: bookings filtered and bucketed into fiscal periods by
  **booking creation date** (`CreatedAt`).

Configuration [#configuration]

Set the fiscal-calendar configuration in **Settings > Location > Fiscal
Calendar**:

* **Fiscal Start Date** — the calendar date your fiscal year begins. The
  4-4-5 grid is anchored to this date.
* **Fiscal Start Year** — the fiscal year label for the start date.

The fiscal start month and the optional prior-year comparison are set at
request time on the report itself.

Period structure [#period-structure]

Each fiscal year contains 12 periods organized into 4 quarters:

* **Q1**: Period 1 (4 weeks), Period 2 (4 weeks), Period 3 (5 weeks)
* **Q2**: Period 4 (4 weeks), Period 5 (4 weeks), Period 6 (5 weeks)
* **Q3**: Period 7 (4 weeks), Period 8 (4 weeks), Period 9 (5 weeks)
* **Q4**: Period 10 (4 weeks), Period 11 (4 weeks), Period 12 (5 weeks)

**53rd-week years**: every 5-6 years the fiscal calendar accumulates a
53rd week. The report handles this automatically by extending the final
period.

Fiscal Periods [#fiscal-periods]

For each period in the selected fiscal year:

| Data Point                      | What it is                                                                                  |
| ------------------------------- | ------------------------------------------------------------------------------------------- |
| **Period**                      | Period number (1–12) and label                                                              |
| **Quarter**                     | Q1–Q4                                                                                       |
| **Weeks**                       | Number of weeks (4 or 5; or 6 in the 53rd-week period)                                      |
| **Start / End**                 | Calendar dates the period covers                                                            |
| **Revenue**                     | Sum of `GrandTotal − TipAmount` for recognized bookings created in this period              |
| **Booking Count**               | Count of recognized bookings created in this period                                         |
| **Previous Year Revenue**       | Same metric for the equivalent period in the prior fiscal year (when comparison is enabled) |
| **Previous Year Booking Count** | Same for prior year                                                                         |
| **Revenue Growth %**            | `(current − previous) / previous × 100`                                                     |
| **Booking Growth %**            | Same shape                                                                                  |

Quarter Summaries [#quarter-summaries]

Aggregates the four periods that make up each quarter:

* **Quarter Revenue** — sum of period revenues in this quarter
* **Quarter Booking Count** — sum of period booking counts
* **Previous Year Revenue** — same for the prior fiscal year's matching
  quarter
* **Growth %** — quarter-on-quarter year-over-year

Year Summary [#year-summary]

* **Current year total revenue** — sum across all 12 periods
* **Current year total bookings** — sum across all 12 periods
* **Previous year total revenue and bookings** — same for the prior year
* **Year-over-year growth percentages**

Filters [#filters]

* **Fiscal year** — which fiscal year to report on (defaults to current).
* **Fiscal start month** — the calendar month your fiscal year begins.
* **Include comparison** — toggle prior-year columns on or off.
* **Activities** — narrow to specific activities.

Date axis [#date-axis]

Every metric on this report filters by `Booking.CreatedAt`. Prior-year
comparison reuses the same axis, shifted by one fiscal year.

When to use this [#when-to-use-this]

Use the fiscal report when you need:

* **Retail-finance-style reporting** with consistent 4-4-5 weekly
  comparisons across years (each period contains the same number of weeks
  in every year, unlike calendar months which vary in length).
* **Year-over-year analysis** with prior-period comparison built in.
* **Multi-period planning** based on consistent operational windows rather
  than the varying lengths of calendar months.

If you don't already report against a fiscal calendar, the [Revenue
Report](/docs/reporting/revenue) is usually simpler.

Related How-To Guides [#related-how-to-guides]

* [Understand fiscal reports](/how-to/reporting/understand-fiscal-reports)
* [Use year-over-year reports](/how-to/reporting/use-year-over-year-reports)
* [How report calculations work](/docs/reporting/how-calculations-work)