Reporting Periods, Reporting Cycles, and Fiscal Years

Articles

Add a Reporting Period
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. Note : If yo...
Add Multiple Reporting Periods
If you need to add many new reporting periods at once, instead of creating them individually, you can create new reporting periods in bulk by uploading a spreadsheet containing all their information. For the bulk import, you can upload all columns...
Manage Reporting Cycles
Reporting cycles let you establish the frequency with which different activities report on different indicators. For example, if Activity A should report on Indicator 1 semi-annually instead of quarterly, you can set up a semi-annual reporting cycl...
Manage Fiscal Years
Defining fiscal years will let you create Pito reports that aggregate results by year where the year might start on an arbitrary day, like October 1st. Every reporting cycle is associated with one fiscal year. Most programs operate with one fisca...
Assign a Reporting Cycle to an Indicator for an Activity
When an indicator is assigned to an activity, it the activity is automatically assigned to report on the indicator for that indicator's  default reporting cycle . However, you can change the indicator's reporting cycle per activi...