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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.

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

Steps to create a Reporting Period

  1. To create reporting periods, click the New Reporting Period button from the related list on your
    Project.

  2. Enter a Name for the reporting period.

  3. 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.

  4. Enter the translated value(s) for the Reporting Period label in the appropriate field.

  5. 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.

  6. 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

  7. Select the Report Type. This controls which indicators will be reported on in this reporting period.

  8. If my report type is quarterly, then all indicators with a quarterly reporting frequency will display for
    this reporting period.

  9. Enter the start and end dates for the reporting period.

  10. 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.

  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

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