Reporting Periods, Reporting Cycles, and Fiscal Years

Articles

Define a Reporting Period New
DevResults offers several tools for defining reporting periods: Create or edit a single reporting period Create or edit multiple reporting periods using an Excel upload Note:  Any user whose group includes View & Edit per...
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 Period to an Activity
For an activity to report results in DevResults, the reporting period that the activity's indicators report on must be assigned to that activity. First, go to the Activities  tab of the main menu, select your activity, and the go to that ...
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 activity as needed.&...