A Reporting Year can include multiple Reporting Terms. Each Reporting Term is established at the highest organization level and can be assigned to child organizations. Activities, Participants, and Participation are linked to a Reporting Term. When a Reporting Year is created, a corresponding Reporting Term with the same dates is also created. The default name and dates for the Reporting Term can be modified.
On the Data Collections Periods screen, you can edit an existing Reporting Term with the ... and then select Edit Reporting Term from the menu.
To add a new Reporting Term, click Add New and then select Reporting Term.
Select the Reporting Year for the Reporting Term that is being added. Enter the Reporting Term Name and select the correct dates.
On the next Select Organizations screen, check the box next to each organization that will use this Reporting Term to track data. Note that checking a higher-level organization will automatically check all of the organizations below it.
When the appropriate organizations have been checked, click Save Reporting Term. You will be returned to the Data Collection Periods screen, where your new Reporting Term will appear.