Reporting Periods
Reporting Periods let you define named date ranges that align with your financial year, quarters, or any other time periods you use for reporting. Once set up, these periods are available as filters throughout EventWorks' reporting features.
Getting There
Navigate to Settings > Other tab > Reporting Periods.
Overview
The Reporting Periods page shows all your defined periods in a table, ordered by start date (most recent first). Each row shows the period's Name, Start Date, End Date, and a Delete button.
How To...
Create Reporting Periods
You can create up to 12 periods at once — useful for setting up an entire financial year in one go.
- Click Create.
- For each period you want to create, fill in:
- Leave any rows blank that you don't need.
- Click Save.
Only rows where all three fields (name, start date, and end date) are filled in will be created.
Tip: Use the batch creation form to set up a full financial year at once — fill in 12 rows for monthly periods, or 4 rows for quarterly periods.
Edit Reporting Periods
- Click Edit to open the batch edit view.
- Update names, start dates, or end dates as needed.
- Click Save.
Delete a Reporting Period
- Click Delete next to the period.
- Confirm the deletion.
Deleting a reporting period does not affect any data — it simply removes the period as a filter option.
Key Concepts
Reporting periods are filters, not data boundaries. They don't restrict or partition your data. Instead, they provide convenient date ranges that you can select when running reports, saving you from manually entering dates each time. Periods can overlap. There's no requirement for periods to be contiguous or non-overlapping. You could have both monthly and quarterly periods defined simultaneously.Tips & Best Practices
Tip: Set up your reporting periods at the start of each financial year. This ensures they're ready when you need to run reports.
Tip: Use clear, consistent naming (e.g. "Q1 FY26", "Jan 2026") so your team can quickly identify the right period when running reports.
Frequently Asked Questions
Q: Do I need reporting periods to run reports?No — you can always enter custom date ranges when running reports. Reporting periods are simply a convenience that saves time.
Q: Can periods overlap?Yes. You can define monthly, quarterly, and annual periods that overlap without any issues.
Q: Is there a limit to how many periods I can create?No limit. Create as many as you need. The batch creation form supports 12 at a time, but you can use it repeatedly.