Custom Calendar for 4-4-5 reporting

Step 1 — Open the FinBoard extension

• Install the FinBoard Chrome extension (if not already installed).

• Open the extension and click the menu (top right).
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Step 2 — Go to Reporting Calendars

• Click Reporting Calendars.
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Step 3 — Open Calendar Management

• You will be taken to Settings → Calendar Management.

• Click Add New Calendar to start the workflow.
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Step 4 — Enter calendar details

• Provide the Display Name, Start Date, and Reporting Year.
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Step 5 — Review the generated schedule

• FinBoard will automatically generate the schedule based on your entries.

• Review the schedule and confirm.
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Step 6 — Assign companies and set default

• Assign one or more companies to this calendar.

• (Optional) Mark it as the Default calendar for the selected companies during report creation.
  You will always be able to switch calendars while creating a report.
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Step 7 — Save and review

• The calendar is created and assigned to the selected companies.

• Click the calendar to view its details.
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Step 8 — Edit details (when appropriate)

• You can update the calendar name and assigned companies at any time.

• If you need to change the Start Date or Reporting Year, create a new calendar to preserve historical consistency.
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Step 9 — Use the calendar in a report

• Open the FinBoard extension.

• Click Create Report and select a company.

• If a calendar is assigned to that company, it will appear in the Report Creation form as a selectable option.
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