Add / Modify Reporting Dates
- Christine Joyal
Adding and Modifying Reporting Dates to a Grant or Council Activity
If reports have already been entered for a specific period, you will not be allowed to remove that period.
Reporting Dates need to be set before Grantees or Council Staff can report on progress. For projects with a work plan, Program Reporting Dates can be added. For projects whose funder has defined summary questions, and which have a work plan, Summary Reporting Dates can be added. For projects with a budget, Expense Reporting Dates can be added.
On your dashboard, select the “Grants and Council Activities” button.
Select the number of a deactivated project from the list.
Select the Report Dates tab.
To have DD Suite determine reporting periods for program, summary and expense reports based on your organizational preferences, select the appropriate “initialize reporting dates” button. If dates have already been entered, you will have to remove all dates before initializing.
DD Suite initializes all of the reporting periods. You may change the number of reporting periods, or adjust dates.
Select the “Save” button to save your work.
To create your reporting periods for program, summary and expense reports individually, select the “add … reporting period” link under the appropriate section.
Enter the start and end dates for the project. Then, enter the due date for the grantee to submit their reports and select the Report Year from the dropdown.
*Note: The Due Date must be later than the End Date. All dates must be within the date range of the project.
Programmatic Reports and Summary Reports have a Report Year. Using the Report Year, DD Suite can organize the data of periodic program reports.
Select the “Save” button to save your work.
On the Reporting Dates Overview page, add as many reporting periods as needed. You can manage each reporting period by using the Action links.
Edit - change the dates for a reporting period
Remove - remove a reporting period from the list
To remove all the reporting periods that have been entered and start over, select the "remove all … dates” link. This option is not available once periodic reports have been entered.