1. Home
  2. Docs
  3. Knowledge Base
  4. How to build an indicator workflow
  5. Add Reporting Periods

Add Reporting Periods

To analyze your results within a given time frame, you can add reporting periods with specific targets to your indicator. With TolaData you can add annual, semi-annual, quarterly and monthly reporting periods, as well as custom reporting periods.

Standard reporting periods:

To add a reporting period, first select an indicator. Then, select the ‘Targets & disaggregations’ tab. To add a new reporting period, click ‘Add new period type’, select the type of periodic target, the reporting period and the corresponding targets.

Custom reporting periods:

Custom reporting periods can be set up for your projects to align with the requirements of your donors and logframes -this makes monitoring against targets and reporting your results as required by your donors even easier. This type of reporting differs from standard reporting periods (such as annual periods from 1 January to 31 December) because you can create your own personalised period, for example an annual period from 1 July to 30 June. 

To add a custom reporting period, select the ‘Reporting periods’ tab at the Project level. To add a new reporting period, click ‘Add new custom reporting period’ – a pop up will appear. Firstly, select the availability for your reporting period. This can be specific to one project or to your entire organization. Next, name your reporting period set, and then name each individual reporting period and add the start and end dates. You can then apply your newly added custom reporting period at an indicator level.

Utilising reporting periods:

Once you have set up targets according to a set of reporting periods, all data entered in the collected data section will automatically be analyzed against the relevant target based on the collected date entered.

You can keep track of your actuals versus targets by reporting period in the ‘Results summary’ tab. Here the target, actual, and % achieved are broken down by reporting period. These results are also accompanied by a graph for easy visualization of results.

Print Friendly, PDF & Email
Was this article helpful to you? Yes No

How can we help?