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🔎 Reporting Periods

Reporting periods represent time periods during a project. The object is commonly used to manage grant reports or progress reports (including narrative, results, financials, and files).

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Creating Reporting Period records is essential for Indicator Management and Financial Management features to function.

Project Indicators will not render on the Set Targets and Add Results (STAR) pages unless there is at least one Reporting Period record created (see this section).
Each Financial record should be related to a Reporting Period (see this section).

📝 Creating Reporting Period Records

Reporting Periods in Amp Impact can be created manually one by one, or automatically in bulk.

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Creating single Reporting Period records manually is helpful when adding Reporting Period records to an in-flight project.

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Creating multiple Reporing Periods using the wizard is helpful when initially creating Reporting Period records for a project.

✏️ Manually Create Single Reporting Period Records

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__c
Select 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.

💻 Automatically Create Reporting Periods In Bulk

Reporting periods can also be created in bulk/can be scheduled with the start/end date of the project using the wizard (see screenshot below).

To create Reporting periods in bulk click on the “Create Schedule” button.
User then selects the Reporting period due date and the frequency required for the reporting period.
Click save and reporting periods till this due date with the required frequency will be created.
Moreover Reporting periods can also be created by defining the start date and the end date of the
project.
After this the user has to set frequencies and save to create reporting periods automatically.
For example if the user sets frequency = annual, start date = 1/1/2019, end date = 31/12/2025.
This creates 7 reporting periods for the project

📝 Create Reporting Periods

Organizations can select Reporting Periods related to their Project by creating Reporting Periods directly on a Project. This is helpful for organizations working on a variety of projects who report on or capture program data within fixed reporting periods.

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The Set Targets and Add Results pages will not work if you do not create at least one Reporting Period on a Project.

There are two primary options for creating Reporting Period records on a Project. See steps for both options detailed below:

Create Reporting Periods Manually

Navigate to the Setup tab on the Project.
Scroll to the Reporting Periods related list.
Click the ‘New’ button.
Complete all required fields in the New Reporting Period pop-up.
Click Save.

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Generate automated Reporting Periods In Bulk

If this quick action button is not found on the page layout, please contact your system administrator.

Navigate to the Project.
Click the ‘Generate Reporting Periods’ button.
Complete the required fields in the pop-up that renders. Note that you may create multiple reporting period records of varying frequencies. Please refer to Record Feature Limits as limitations do apply to the number of Reporting Period records that can be created in one interaction.
Click Next. If records have been successfully created, the pop-up screen will close.