Summary of Changes
Building on the previously introduced Custom Periods capability in Trakn, Trakn now supports Custom Quarters for customers who have configured a custom financial calendar. This enhancement allows quarterly reporting and comparisons to align with customer-defined business timelines instead of standard calendar quarters.
Roles Impacted
- Finance Users
- Operations Users
- Analytics & Reporting Users
- Admins managing Custom Calendars
Value Added
- Enables quarter-level analysis based on business-specific financial calendars
- Improves alignment between internal reporting cycles and analytics
- Supports more accurate performance comparisons across custom fiscal timelines
- Eliminates dependency on standard calendar-based quarters
Change Details
- Trakn now derives Quarter views based on the configured Custom Calendar.
- Quarterly data aggregation is aligned with the start and end dates defined in the custom calendar.
- Users can view and compare data across custom-defined quarters in reporting views.
- Quarter calculations are no longer restricted to standard Jan–Mar, Apr–Jun formats when a custom calendar is applied.
- Data comparison within Power Insight now reflects customer-defined quarter boundaries.
Assumptions
- A Custom Calendar is already configured for the customer.
- Custom Period definitions are available in the system.
- Quarter definitions are derived from the configured Custom Calendar setup.
- Users have appropriate access to reporting views within Trakn.
Limitation
- Custom Quarter functionality is available only for customers with a configured Custom Calendar.
- Any changes to the Custom Calendar configuration may impact previously generated quarterly comparisons.
- Incomplete or missing period/quarter definitions may result in inconsistent quarterly data views.
Impact
- Customers can now perform quarterly performance analysis aligned with their financial reporting structure.
- Enhances flexibility in Power Insight for multi-entity and region-specific reporting needs.
- No changes have been made to underlying calculations beyond quarter boundary definitions.
Contact Support
For any questions or assistance regarding Custom Calendar configuration or quarterly reporting, please reach out to the productsupport@wenodo.com or your customer success manager through your usual channels.