Reporting Periods
Damita Jo
2016-10-25
Hello, I am using Standard Accounts, what are reporting periods and how do I use them?
This answer was correct
Created byHansaWorld12:23 25 Oct 2016
Hi Damita

Reporting periods is a setting which allows you to name and define certain time periods. These should be the periods that you will commonly use when you produce/ run reports.

By using 'Paste Special' (cmd-Enter on Mac and Ctrl-Enter on Windows) from the Period field of a report specification window, will bring up a list of the Reporting Periods entered into this setting.
For example, if you often produce monthly reports you should define each month as a separate period in this setting.

To open the Reporting Periods setting, ensure you are in the System module using the [Module] button on the Navigation center and click the [Settings] button, also on the navigation center.
The 'Settings' list opens, then double-click 'Reporting Periods'.
When the Reporting Periods window opens, you can enter a new Reporting Period simply by clicking in the first blank line and entering details as you wish. Click [Save] to save and close.


If you have any further queries, questions or would just like to know more about Standard Accounts, please follow the link below :

http://standard-accounts.com/

Kind Regards
Standard Accounts Support Team
This answer was correct
HansaWorld
2016-10-25
Hi Damita

Reporting periods is a setting which allows you to name and define certain time periods. These should be the periods that you will commonly use when you produce/ run reports.

By using 'Paste Special' (cmd-Enter on Mac and Ctrl-Enter on Windows) from the Period field of a report specification window, will bring up a list of the Reporting Periods entered into this setting.
For example, if you often produce monthly reports you should define each month as a separate period in this setting.

To open the Reporting Periods setting, ensure you are in the System module using the [Module] button on the Navigation center and click the [Settings] button, also on the navigation center.
The 'Settings' list opens, then double-click 'Reporting Periods'.
When the Reporting Periods window opens, you can enter a new Reporting Period simply by clicking in the first blank line and entering details as you wish. Click [Save] to save and close.


If you have any further queries, questions or would just like to know more about Standard Accounts, please follow the link below :

http://standard-accounts.com/

Kind Regards
Standard Accounts Support Team
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