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