Create and Manage Reporting Periods
Reports are defined by their reporting period, and help to analyze data, to report and to control the reporting process for defined time periods. Once you create reporting periods, they are displayed in other areas as options or filter, e.g. when reporting expenses per reporting period.
Reporting periods help structure and control the reporting process within defined timeframes. Once set up, these periods appear as filters or selection options throughout the system, for example, when entering or reviewing expenses or generating a financial overview by reporting period.
How to Create or Edit a Reporting Period
- Go to Settings > General.
- Scroll to the Reports section.
- Click + Add Report to create a new reporting period, or click the Edit icon to modify an existing one.
- The Reporting Period sidebar will open. Here, you can define or update the properties of the period:
- Name: Enter a clear name (e.g. Periodic Report M01–M12).
- Description (optional): Add additional details about the period.
- Start and End Month: Define the timeframe the report covers.
- Set period for reported data (optional): If your reported data extends beyond the reporting period itself, you can set a separate timeframe for when data entries were recorded (e.g. work performed after the official end of the report).
- Due Date: Set the submission deadline for this report.
- Click Save Report to confirm your changes.
✅ Note:
By setting the start and end months of a reporting period, you define the timeframe for collecting and analyzing data in reports. Once a reporting period is created:
- You can generate reports for this specific period.
- In sections like Expenses or Analytics, you’ll see filters to view or sort data by reporting period.
- When entering expenses, you can assign them directly to a reporting period, making it easy to track and organize your data accordingly.
EMDESK automatically includes any planned or reported data that falls within the defined timeframe. The system recognizes entries based on their reporting date, the reporting period selected, or the linked report.
Delete a Reporting Period
If you no longer need a reporting period, you can delete it at any time:
- Go to Settings > General.
- Scroll to the Reports section.
- Hover over the reporting period you want to remove.
- Click anywhere on the row to open the Reporting Period sidebar.
- In the sidebar, click the three-dot menu in the top-right corner.
- Select Delete from the menu and confirm your choice.
⚠️ Note: Deleting a reporting period:
- Does not delete any actual data (such as expenses or activity updates).
- Only removes the timeframe used to organize and filter that data.
- The period will disappear from all related filters and views.
- Any data previously linked to the period will remain in the system but will no longer be associated with that reporting period.