Disable reporting temporarily
With the Reporting menu in the header you control whether people can report in your workspace. You can switch reporting off completely (for example while the plan is still being set up or amended), or lock expense, progress and time reporting up to a date (for example once a reporting period has been reported to the funder).
💡 Note: Only Admins and Managers can change these settings (see Roles, access levels, and access rights), and only while viewing the active plan version.
Click Reporting ON (or Reporting OFF) at the top right of the page to open the menu:
Switching reporting off and on
Switch Enable Reporting off. The change applies immediately, and users who are logged in see a short message that reporting has been disabled. The header then shows Reporting OFF.
While reporting is off, everyone can still see all data, but nobody can:
- report or edit status updates of activities and events,
- report, import or edit expenses,
- track time.
The dashboard's quick actions for reporting are hidden as well. Planning (activities, events, budget) is not affected. Switch Enable Reporting on again to allow reporting.
Locking reporting up to a date
While reporting is on, you can lock three kinds of data separately up to a key date:
- Lock expense reporting till: expenses
- Lock progress reporting till: status updates of activities and events
- Lock time reporting till: time records
Click the date field next to the lock and choose the date. From then on, entries with a reporting date up to that date can no longer be created, changed or deleted; they are shown read-only. New entries get the lock date or a later date, and the date fields show Reporting deactivated until …. The header shows Reporting ON Restricted while an expense or progress lock is set.
When you set an expense or progress lock and there are existing entries up to that date, EMDESK asks whether to lock them as well. Click YES to lock them (see Lock / unlock workspace items), or No, disable reporting till date only to only set the date.
💡 Tip: If an expense has to be corrected for a locked period, it can be flagged as an Adjustment in the expense sidebar; adjustments may use a date inside the locked period.
To remove a lock, open its date field and click Reset selected date.
Related: Create and manage reporting periods