Create Reporting Period
Create a reporting period.
Last updated
Was this helpful?
Create a reporting period.
Last updated
Was this helpful?
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 period.
Each reporting period is treated as an overall budget for all Custom Groups. Therefore, it carries information like Budget Amount and Budget Owner.
To create a reporting period:
Navigate to Cloud tools > Budgets.
On the Budgets - Custom Groups page, select Add Reporting Period.
Provide a name for the reporting period.
Choose an end date for the reporting period.
Enter the email address of the person who owns the budget and will receive utilization notifications.
Select a currency that will be applied to every Custom Group budget.
Enter the budget amount.
Select Save. Your reporting period is created, and a confirmation message is displayed.
