Creating Reporting Years and Adding to a Plan


Creating New Reporting Years

Select Admin on the left-hand menu

Select Configuration Settings


Select Reporting Years


Select the Add New Reporting Year icon in the top-right


Give the Reporting Year a title and assign dates. Then click Add




Adding a Reporting Year to a Plan

Select Plans on the left hand side.

Click More Options (three dots) next to the plan name

Click Edit Plan Settings


Click the pencil icon next to Define Reporting Period

Select the radio button next to the reporting year you want to include

Click Save


Click Finish Editing


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