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How to Edit or Add a Reporting Year

Kathryn Johnson
Kathryn Johnson
  • Updated

A Report Year is the highest-level Data Collection Period. The Reporting Year is set up at the highest-level organization.

In your left-hand navigation menu, click Settings.

To manage Reporting Years, you must be connected to the System Level, which is considered the highest level of the system. Switch access to this level before continuing. To learn more about switching access, please see this article.  

Click on the Data Collection Periods.
The tree lists existing Data Collection Periods.
To edit a Reporting Year, click the ... next to the desired Reporting Year and then select Edit Reporting Year from the menu. Make the needed changes, and be sure to click Save Reporting Year when you're done.
Edit Reporting Year.png
To add a new Reporting Year, click Add New and then select Reporting Year.
Add New Reporting Year.png

Enter the Reporting Year Name and select the correct dates. 

Click Save Reporting Year. You will be returned to the Data Collection Periods screen, where your new Reporting Year will appear.

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