This article will inform you about the use and functionality of the Reporting Periods tab. This functionality will let you create a selection of years and periods that the system will use for when reporting. This option can be found in the portal management section of your software.
Why can you find this here? Well first of all you need to lay some ground rules for your reporting that are applied throughout the entire portal. By setting up your reporting periods, you are identifying some parameters within which reports can be set up.
First off you can select the definitions of the years you want to be able to report in. This may sound a little strange at first, but we actually use many different ways to define a year, all because of different reasons. Think for example of a calendar year, a fiscal year or a scholastic year. We offer a wide variety from which you can make a selection and we have even made a preselection for you of the most commonly used formats.
Simply click on the + icon beside Reporting Years and a pop up opens up.
Make a selection by clicking on the options in the column on the left (available years) and you will see them appear in the column on your right (selected years).
If you want to deselect them, go to the right column and click on the x behind the definition you wish to remove. Click on the button "Add" to save and you will see them appear in the overview in your Reporting Periods tab.
The same goes for the reporting periods. You can of course report on a daily, weekly or monthly basis, but we also offer other options, such as a 3 months or 6 months reporting period.
Again, we made a preselection for you, but if you wish to make alterations to this list press + to open up the selection screen and make a selection in the column on the left (available frequencies).
Delete frequencies from your selected frequency column to the right by clicking on the x behind the frequencies you want to remove and click on the button "Add" to embed them in the reporting periods tab overview screen.
When you’re done setting up your reporting periods, press save to apply them throughout your portal.