Creating and Editing Periods

Last modified on 2024-05-30

Overview

For a document managed by Disclosure Management, you can create as many periods as you need, e.g. current year or previous year. A period is a time frame for which report data are imported and saved and in which data are aggregated by time.

Periods are needed in the following contexts:

  • During a data import, the report data are always imported into a specific period.
  • The programming in an Excel file is always configured for a specific period.
  • When programming an Excel file using the Programming Assistant, the report data for the relevant period are always displayed.

 

This article contains the following sections:

Creating Periods

To create a new period:

  1. In the overview of a document, click Manage periods to open the workspace.
  2. In the detail view, click Add period to create a new period.
Displays the detail view of the 'Manage periods' workspace with input fields for creating a new period. Creating a new period
Configuring Periods

You have the following options for configuring periods:

Option

Description

Desig­nation

Period name

Start date and end date

Dates on which the period starts and ends 

Previous period

If applicable, the previous period from which the data are to be carried over when updating the document

Description

Optional description of the period

Default period

Check box for defining this period as the default period

Note regarding a previous period: If you assign a Previous period to a period, this previous period will be indented:

Displays the period management workspace. The previous period for 'Current year' is highlighted in red. Example of a previous period displayed in the period management workspace
Editing Periods

To edit or delete a period, navigate to the desired period in the Manage periods workspace and click the pencil icon  or the trash can icon  in the relevant row.