Define a Reporting Period

DevResults offers several tools for defining reporting periods:

1. Create or edit a single reporting period
2. Create or edit multiple reporting periods using an Excel upload

Create a reporting period

To add a new Reporting Period, hover over the Program Info tab at the top of any screen and select Reporting Periods.

This will open the reporting periods index page. To create a new reporting period, click the + New Reporting Period button in the lower right.

In the Create New Reporting Period pop-up, type the name of the new reporting period and click the + Create Reporting Period button.

You will be taken to the new reporting period's page where you can define the reporting period.

• If your site has more than one reporting cycle, you must select the appropriate Reporting Cycle for this reporting period. (If your site only has one reporting cycle, you won't see this option.)
• Define the start end end of the reporting period with the Reporting Period Dates. 
• Define the submission window (when data may be entered for the period) with the Submission Period Dates. 

If you are creating the next reporting period in a cycle that already has activities assigned to the previous period, 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 FY 2019 Q1 reporting period, clicking this button will assign all the activities that were assigned to the FY 2018 Q4 reporting period. Select the gear on the left hand side and select Assign previous activities from the drop down menu.

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Edit 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 on the reporting period you'd like to edit. Make desired changes. 

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Upload new reporting periods

To add many new reporting periods at once, you can upload a spreadsheet containing their definitions instead of creating each reporting period individually. First, hover over the Results tab at the top of any screen and select Reporting Periods to open the reporting periods index. 

On this page, click on the gearbox and then click Export All to get an Excel template of all your existing reporting periods.

Start by deleting the % Complete column. This column is calculated based on activities' reporting period statuses and cannot be edited with an upload.  

Edit the Excel file by replacing the list of existing reporting periods with the new reporting periods you'd like to upload.

For new rows in the spreadsheet, Reporting Cycles must reference cycles that already exist in the system. To add new Reporting Cycles, see Manage Reporting Cycles.

Once you have your spreadsheet updated and saved with the new reporting periods you want to add, click the gear icon again and select Import.

This will open a pop-up window to walk you through the upload process. Choose your file and make sure the summary shows you the expected number of new reporting periods. If there are any errors in the file, you'll get a message explaining what they are. If everything looks good, click Continue.

You'll get a message saying that the reporting periods were imported. Once you click Done, your reporting period index page will refresh and you'll see your new reporting periods there!

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Edit multiple reporting periods using an Excel upload

You can also use this tool to complete bulk updates to existing reporting periods. To do so, follow the first few steps in the previous section to download your reporting period index into Excel. Then edit the spreadsheet that you downloaded -- for example, to change the submission window for multiple reporting periods.

When you import the spreadsheet, existing reporting periods will be updated with any changes to the spreadsheet. 

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Didn't answer your question? Please email us at help@devresults.com.