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
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. There are two ways in which reporting periods can be added to an activity: Add reporting per...
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...
Inactive Indicators
Commonly, organizations report on an indicator for a while and then retire that indicator in favor of updated versions. In most cases, organizations will want to keep the data for that original indicator. In DevResults, this workflow is captured by ...