After reading this guide, you’ll be able to:
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Discuss the main objectives of reporting periods.
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Identify how to create, name and input values for new reporting periods.
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Create Reporting Periods
Once you have a Project, create Reporting Periods for that project. A Reporting Period is a section of time that you will set targets and results for this project.
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The Set Targets and Add Results pages will not work if you do not create at least one Reporting Period. |
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Steps to create a Reporting Period
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To create reporting periods, click the New Reporting Period button from the related list on your
Project.Enter a Name for the reporting period.
Ensure your naming convention is consistent with your organization’s standards. For example, are
time periods referred to as Q2 2017 or Apr-Jun 2017? Does the fiscal year start in January, April,
October? Consistency is important to get the clearest output from the system.Enter the translated value(s) for the Reporting Period label in the appropriate field.
Ensure that the translated value corresponds to the Language code defined by the System Admin.
For example, if the System Admin has set up the Custom Label USER_LANGUAGE_CODE such that
Language 1 is ‘Spanish’, enter the Reporting Period in Spanish for ampi__Name_Language_1__c.If up to three supported languages are enabled and set up by the System Admin, populate the
following fields in the languages defined as Language 1, Language 2, and Language 3:
a. ampi__Label_Language_1__c
b. ampi__Label_Language_2__c
c. ampi__Label_Language_3__cSelect the Report Type. This controls which indicators will be reported on in this reporting period.
If my report type is quarterly, then all indicators with a quarterly reporting frequency will display for
this reporting period.Enter the start and end dates for the reporting period.
You can leave all these other fields blank for now. Click Save and New to create other Reporting
Periods for this project, or Save to finish creating reporting periods.
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Automatically create Reporting periods in bulk
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Reporting periods can also be created in bulk/can be scheduled with the start/end date of the project.
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