Results #1: Reporting Periods

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Conceptual

Before looking at your first Report (Gantt Chart, Pivot Table or Spreadsheet), it’s important to set some parameters for the times you want to report on. Reporting Periods are the mechanism you use in Spry to set your definition of a week, month, financial year or other period of time relevant to your site. There are no default Reporting Periods so it’s up to you to determine what periods are important to report on.

Once you’ve got a reporting periods set (generally Monthly and Yearly to start with) it’s time to look at your Output Schedule, covered in the next section. Be aware that the more reporting periods you set, the longer your results will take to generate.

How do Reporting Periods work?

In the previous section, it was mentioned that the Output Schedule is the finest grain of detail you can report in. Without any Reporting Periods a Task which runs from the 31st of December 2017 to the 2nd of January 2018 has only 1 line on the Output Schedule. This means that you won’t be able to differentiate in your reports between which part of the Task occurs in 2017 and which occurs in 2018.
Before RP
A Reporting Period will slice any Task that crosses it so that we get more than one line in the Output Schedule, and therefore get more detail available in our reports!
After Year RP

Practical

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To add a new Reporting Period, right-click “Reporting Levels” in the side window and choose Add -> New Reporting Level (Use Wizard)

By default, the Reporting Level Wizard looks like this:

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The Start and End Date control the scope within which the reporting periods will be set.

Period Length options: Hours, Days, Weeks, Months, Quarters and Years. Depending on the Period Length, the Start On options adjust as well.

Period Name & The Reporting Period Name Builder

The default Period Name is Period [Index]. To see the full range of variables [] click the … button.

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Use Tags to automatically build your reporting periods, for example:

  • [Month] [Year] – January 2015, February 2015 etc.
  • [StartDate Format= MMM yy] – Jan 15, Feb 15 etc.
  • Week [WeekOfYear] – Week 1, Week 2 etc.
  • FY[EndDate Format=yyyy] (Start On 1 July) – FY15, FY16 etc.

Any text NOT wrapped in a Tag, for example Month instead of [Month] will be written literally.

The Preview Period Name window will show you an example of what you can expect to see based on your Start Date and Start On options.