Creating Reporting Years and Adding to a Plan

 

Creating New Reporting Years

Select Admin on the left-hand menu

Select Configuration Settings

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Select Reporting Years

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

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

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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

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Click the pencil icon next to Define Reporting Period

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

Click Save

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Click Finish Editing

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