To add a new Reporting Period, hover over the Results tab at the top of any screen and select Reporting Periods.
This will open the Reporting Periods Index page.
Click the + New Reporting Period button in the lower right:
In the Create New Reporting Period window that opens, enter a name for the new reporting period and click the + Create Reporting Period button in the lower right.
The Reporting Period Dates will be used to designate the Start and End dates for the reporting period. The Submission Period Dates will be used to determine when data may be entered for the reporting period. All four fields must contain dates:
If you are creating the next reporting period in a cycle that already has had activities reporting, you can use the Assign previous activities button to automatically assign all the activities that reported on the previous reporting period to this one. For example, in creating a 2021 Q1 reporting period, clicking this button will assign all the activities that were assigned to the 2020 Q4 reporting period:
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