Report Periods Setup

Setup custom report periods to use in Reporting Filters, Connect Setting Filters, and Graph Reports.

ClosedGetting Started
Who Can Use It? Where Is It?
  • User
  • Assistant Project Manager
  • Project manager
  • Director
  • Administrator
  • System Administrator
    		•

    Reports > Report Periods

    What are Report Periods?

    Report Periods allow you to define a set of standard date ranges that your company uses for reporting. Reporting Periods can be selected within the date range filter when setting up Reports, Connect Settings, and Graph Reports. NEW 4.8

    Report periods are found when you are adding a filter to a Synergy Report. Select a 'date' type filter, and scroll to the end of the reporting filters list to locate 'report period'. Select 'report period' and the custom report periods you have configured will be listed.

    Click the image above to see how to use this when setting adding a date filter to Synergy reports.

    Why use Report Periods?

    Quickly define reporting filters by selecting a report period from the list, instead of having to re-key the information each time.

    Actions available

    ClosedSetup a new report period
    1. Open Reports > Report Periods List.
    2. Click next to the and type a short name.
      Note: This will appear in all the reporting filters.
    3. Type a description for the reporting period.
    4. Click into the 'from' field and select the start date from the calendar.
    5. Click into the 'to' field and select an end date from the calendar.
    6. Save.
    ClosedDelete a report period
    1. Open Reports > Report Periods List.
    2. Highlight the report period in the list that you want to delete.
    3. Click the delete button in the toolbar.
    4. Click 'Yes' to delete the record.
    5. Report Periods list will refresh and the item will have been removed.

    Tip: If you have saved a custom report, or connect settings with this report period attached it will no longer run. Please update the report or connect settings to include a 'active' report period.

    Columns available

    ClosedColumns shown in Reports Period List
    1. NameClosedEnter a short name for the report period to be shown in report filter. Up to 50 Characters are allowed.
    2. DescriptionClosedEnter a long description of up to 200 characters to explain what this filter will be used for. This is shown only in reporting periods list.
    3. FromClosedChoose the start date from the calendar for the report period to start 'from'.
    4. ToClosedChoose the end date from the calendar for the report period to go up 'to'.
    5. ActiveClosedReport periods are marked as active by default. Active items will appear in the report filters. Make the report period active to remove it from the report filter list.

    Want to learn more?

    Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

     

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