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• ⚙️ Schedule Reporting Periods Flow

Reporting Periods Overview

Reporting periods represent time periods during a project. They are used for the purpose of reporting -grant reports or progress reports (including narrative, results, financials, and files).

Create Reporting Period Records

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

Manually Create Single Reporting Period Records

1. Navigate to the Setup tab on the Project.

   

2. Scroll to the Reporting Periods related list.

   

3. Click the ‘New’ button.

   

4. Select the Reporting Period type you’d like to create: Baseline or Reporting Period.

   

5. If you have chosen Baseline, enter all the fields required in the New Reporting Period: Baseline pop-up and then click “Save”. Ensure that the ‘Reporting Period Name’ field is filled out consistently as ‘Baseline’.

   

6. If you have chosen Reporting period, enter details in the fields as mentioned below and then click on “Save” button.

   

   1. Reporting Period Name: 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.

   2. [If using translations] Enter the translated value(s) for the Reporting Period label in the appropriate field.

      1. 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.

      2. 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:

         1. ampi__Label_Language_1__c

         2. ampi__Label_Language_2__c

         3. ampi__Label_Language_3__c

   3. Report Type: It indicates the duration of the Reporting Period. Select the Report Type from options like Monthly, Quarterly etc. This controls which Indicators will be reported on in this Reporting Period. If the Report Type is Quarterly, then all indicators with a quarterly reporting frequency will display for this Reporting Period.

   4. Reporting Period Start Date and Reporting Period End Date: Enter the start and end dates for the reporting period.

Automatically Create Reporting Periods In Bulk

Reporting Period records can also be created in bulk according to a pre-defined reporting schedule for the project or grant using the “Generate Reporting Periods” Wizard.

1. Navigate to the Project. 

2. Click the “Generate Reporting Periods” button.

   

3. Complete the required fields in the pop-up that renders.

   

   1. Reporting Period Start Date and Reporting Period End Date: Enter the start and end dates for the reporting period.

   2. Report Due After (days): Enter the number of days after the Reporting Period End Date, in which reporting needs to happen. For example, a report is due in 15 days after the reporting period ends.

   3. Reporting Period Type: : It indicates the duration of the Reporting Period. Select the Report Type from options like Monthly, Quarterly etc. This controls which Indicators will be reported on in this Reporting Period. If the Report Type is Quarterly, then all indicators with a quarterly reporting frequency will display for this Reporting Period.

   4. Users have the option to create an initial Baseline Reporting Period record to track Baseline data before interventions start. In this case, the user can check the checkbox field “Do project indicators have baseline data?”.

4. Click “Next “

5. Reporting periods will then be created depending on the frequency chosen, between the start date and end date mentioned earlier. The number of Reporting Periods created will be mentioned in the popup. 

   

   For example, if the user had set the reporting frequency (Reporting Period Type) = Monthly, Start Date = 1/1/2023, End Date = 31/12/2023, and checked the checkbox to create a baseline Reporting Period, 12 monthly Reporting Periods and a baseline Reporting Period will be created for the project.

6. Click on “Finish” to see the list of all the Reporting Periods that are created in the Reporting Periods related list.