• Organization Standards
  • Default Settings
  • Names
  • General Settings
  • Data Reporting
  • Setting the data reporting period

Setting the data reporting period

In Financials, the Data Reporting screen enables you to set the data reporting period for all statements.

Procedure

1. In the Document Manager, open the CL - Organization standards document.
2. From the Organization Settings pane, select Data Reporting.

3. In the Data Reporting pane, in the Data reporting period for all statements drop-down, select the reporting period that you want to use.

   If you have selected a reporting period other than Yearly, drop-downs appear for individual statement areas in the financial statements.

   

4. Set the appropriate comparative reporting period for each statement area.
5. For each of the drop-downs in Step 4, if you want to ensure that the user cannot change the comparative period, click the Lock icon next to the drop-down.
6. If you want users to have access to only the data reporting period you have specified, click the Lock icon next to the Data reporting period for all statements drop-down. If you want users to have access to all available data reporting periods, do not click this icon.
7. Select the Check when completed check box.

Results

The data reporting period is now specified.