Create a reporting period

Create a reporting period.

A reporting period represents a period that you use to schedule budgets in your organization. For example, financial year, calendar year, quarters, or any custom time period.

Each reporting period is treated as an overall budget for all Custom Groups. Therefore, it carries information like Budget Amount and Budget Owner.

Create a reporting period

Follow these steps to create a reporting period:

  1. From the main menu of the Client Portal, navigate to Analyze > Budgets.

  2. On the Budgets - Custom Groups page, click Add Reporting Period.

  1. Provide a name for the reporting period.

  2. Choose an end date for the reporting period.

  3. Enter the email address of the person who owns the budget and will receive utilization notifications.

  4. Select a currency that will be applied to every Custom Group budget.

  5. Enter the budget amount.

  6. Click Save. Your reporting period is created and a confirmation message is displayed.

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