Manage reporting periods

Reporting periods help to analyze data and to control and steer reporting process for defined time periods. Once you create reporting periods, they are displayed in other areas as options or filter. 

Follow the instructions below on how to create, update, duplicate, or delete a reporting period.

Create reporting period

1

Click Settings and then click General.



2

In 'Reports' section click +Add Report, this will open a sidebar.


3

In the sidebar you can specify a new reporting period:

  • Name: Click the blue placeholder at the top and enter a name
  • Description (optional): Provide a description
  • Start and End: Define the period for data consideration
  • Click 'Set period for reported data' (optional): Define the separate period for reported data consideration 


  • Due date: Set a due date
Note: EMDESK processes plan and reported data within the defined periods. Reported data entries, e.g. Activity Updates and Expenses, are identified by the entry's reporting date.
Tip: To consider reported data that has been recorded outside a reporting period, you can define a separate period for the reported data by clicking Set period for reported data.

4

Click Save Report at the bottom of the sidebar.

Edit reporting period

1

Click Settings and then click General.

2

In 'Reports' section click on the report or click Edit icon in the end of the report row, this will open a sidebar.


3

Update the report in the sidebar, then click Save Report at the bottom of the sidebar.

Duplicate or delete reporting period

1

Click Settings and then click General.

2

In 'Reports' section click on the report or click Edit icon in the end of the report row, this will open a sidebar.


3

To make a copy of the report, click the action menu at the top right of the sidebar and choose  Duplicate.

To delete a report, click the action menu at the top right of the sidebar and choose  Delete.

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