There are several setup options for the Orion Summary Compiler, and they are all found in Orion Administration.  Open Orion Administration, System Settings and access the Time and Billing Settings Tab.  The default number of months to calculate is 12 but you may change it here.  Keep in mind that the maximum number of months ever shown in the Dashboards is 24.  Now access the Other Tab and set the first month of the year for the firm (most are January). You may also change the value in the Firm Summary Dashboard “Caption.”  This will default to the FIRM NAME as held in the System File, and, in most cases, no changes will be needed.