Step 1 — Open the FinBoard extension
Install the FinBoard Chrome extension (if not already installed).
Open the extension and click the menu (top right).
Step 2 — Go to Reporting Calendars
Click Reporting Calendars.
Step 3 — Open Calendar Management
You will be taken to Settings → Calendar Management.
Click Add New Calendar to start the workflow.
Step 4 — Enter calendar details
Provide the Display Name, Start Date, and Reporting Year.
Step 5 — Review the generated schedule
FinBoard will automatically generate the schedule based on your entries.
Review the schedule and confirm.
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.
Step 7 — Save and review
The calendar is created and assigned to the selected companies.
Click the calendar to view its details.
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.
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.
