Versions Compared

Old Version 9

changes.mady.by.user Wilmarié Moreland

Saved on

compared with

New Version Current

changes.mady.by.user Wilmarié Moreland

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page covers:

Table of Contents
minLevel1
maxLevel3
stylecircle
🔎

Related pages:

Reporting Periods Overview

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

Info

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

Create Reporting Period Records

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

Panel
panelIconId270f
panelIcon:pencil2:
panelIconText✏️
bgColor#F4F5F7

📝 Create Single Reporting Period Records

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

Panel
panelIconId1f4bb
panelIcon:computer:
panelIconText💻
bgColor#F4F5F7

Create Multiple Reporting Period Records using a Wizard

Creating multiple Reporing Reporting Periods using the wizard is helpful when initially creating Reporting Period records according to a pre-defined reporting schedule 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.

    1. Navigate to the Setup tab on the Project.

      Image Added

    2. Scroll to the Reporting Periods related list.

      Image Added

    3. Click the ‘New’ button.

      Image Added

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

      Image Added

    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’.

      Image Added

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

      Image Added

      1. Reporting Period Name: Enter a Name for the reporting period.

      1. Ensure your naming convention is consistent with your organization’s standards. For example, are


      1. time periods referred to as Q2 2017 or Apr-Jun 2017? Does the fiscal year start in January, April,


      1. 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.


        1. For example, if the System Admin has set up the Custom Label USER_LANGUAGE_CODE such that


        1. 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:

    a.

          1. ampi__Label_Language_1__c

    b.

          1. ampi__Label_Language_2__c

    c.

          1. ampi__Label_Language_3__c

      2. Report Type: It indicates the duration of the Reporting Period. Select the Report Type from options like Monthly, Quarterly etc. This controls which

    indicators

      1. Indicators will be reported on in this

    reporting period

      1. Reporting Period.

    If my report type is quarterly

      1. If the Report Type is Quarterly, then all indicators with a quarterly reporting frequency will display for


      1. this

    reporting period

      1. Reporting Period.

      2. Reporting Period Start Date and Reporting Period End Date: 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.

    • 💻

    Info

    Users will be able to create duplicate records through the native Salesforce interface if no additional validation or review process is in place.

    Automatically Create Reporting Periods In Bulk

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

    1. To create Reporting periods in bulk click on the “Create Schedule” button.

    2. User then selects the Reporting period due date and the frequency required for the reporting period.

    3. Click save and reporting periods till this due date with the required frequency will be created.

    4. Moreover Reporting periods can also be created by defining the start date and the end date of the
      project.

    5. After this the user has to set frequencies and save to create reporting periods automatically.

    6. 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

    Image Removed

    📝 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.

    Info

    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 

    1. Navigate to the Setup tab on the Project.

    2. Scroll to the Reporting Periods related list.

    3. Click the ‘New’ button.

    4. Complete all required fields in the New Reporting Period pop-up.

    5. Click Save. 

    Image RemovedImage RemovedImage RemovedImage Removed

    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.

    according to a pre-defined reporting schedule for the project or grant using the “Generate Reporting Periods” Wizard.

    Panel
    panelIconId1f680
    panelIcon:rocket:
    panelIconText🚀
    bgColor#B3F5FF

    The Reporting Periods Flow is only available from Fornax (v1.27) and higher. Contact your System Administrator for more details.

    Info

    Contact your System Administrator if the “Generate Reporting Periods” button is not available on your page layout.

    1. Navigate to the Project. 

    2. Click the “Generate Reporting Periods” button.

      Image Added

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

      Image Added

      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. 

      Image Added

      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.

    Info

    A warning will be displayed if a user attempts to create duplicate Reporting Period(s). Users will have the option to proceed to create duplicate Reporting Period(s) if they choose to ignore the warning. The only exception here is for the ‘Reporting Period for Baseline’ - this record cannot be duplicated using the wizard and ultimately, the user will not be able to create the other Reporting Period records through the wizard if they are trying to create a duplicate ‘Reporting Period for Baseline’ record.

    This de-duplication is only triggered when users create Reporting Period records using the wizard. Users will still be able to create duplicate records through the native Salesforce interface without a warning.

    Info

    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. Image RemovedImage Removed