1. Create a formula to calculate the fiscal year for the gift:

    if Month({Gf_Date}) in 7 to 12 then "FY" + Right(ToText(Year({Gf_Date})+1, 0, ""), 2)
    else if Month({Gf_Date}) in 1 to 6 then "FY" + Right(ToText(Year({Gf_Date}), 0, ""), 2)
 
  • Insert a group on the new formula