Reporting Periods, Reporting Cycles, and Fiscal Years

Articles

Define a Reporting Period
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...
Define a Reporting Cycle Updated
Reporting cycles let you establish the frequency with which different activities report on different indicators. For example, imagine that your DevResults site has only annual and quarterly reporting cycles, but you have a new indicator that should...
Manage Fiscal Years
Defining fiscal years will let you create 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 fiscal year ...
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, the assignment comes with that indicator's default reporting cycle . For example, you might have an indicator that is reported quarterly by most activities (so "quarterly" is the indicator...
How do I deactivate a shared indicator for only some activities?
Occasionally, you may need to deactivate or remove an indicator from an activity for reporting, ideally without destroying any historical data. If it's only a single-activity indicator, or the indicator is being retired for all assigned activiti...