Enhanced interface

About standard system reporting periods

Reporting periods are used when you create reports, budgets, and when you open and close books. They let you limit the information on the report to specific time ranges.

What are standard system reporting periods?

Standard system reporting periods are generic reporting periods available with Sage Intacct. The following tables describe the available Sage Intacct standard system reporting periods. If none of these match your reporting requirements, you can create reporting periods based on your company information setup.

If the dropdown list doesn't show all of the options in the following tables, your administrator might have inactivated some of them. For more information, see Activate or inactivate system reporting periods.

Monthly reporting periods

These reporting periods are based on the calendar year.

Calendar year reporting periods
Period	Description/Example
Next Month	The next calendar month, beginning on the 1st and ending on the last day of the month. Example: If the current date is Aug 14, "Next Month" would include Sept 1 through Sept 30.
Current Month	The current month in its entirety, even though the month is not over yet. Example: If the current date is Dec 11, "Current Month" would include Dec 1 through Dec 31.
Current Month To Date	The current month only to the current date. Example: If the current date is Jan 22, "Current Month to Date" would include Jan 1 through Jan 22.
Prior Month	The prior month in its entirety. Example: If the current date is Dec 11, "Prior Month" would include Nov 1 through Nov 30.
Prior Month To Date	The prior month, to the current date, but of the prior month. Example: If the current date is Jul 11, "Prior Month to Date" would include Jun 1 through Jun 11.
One Year Ago Month	The same month in the previous year, in its entirety. Example: If the current date is June 6, 2023, "One year ago month" would include June 1, 2022 through June 30, 2022.

Quarterly reporting periods

These reporting periods are based on the calendar year. Each quarter includes three months: Jan-Mar, Apr-Jun, Jul-Sep, and Oct-Dec.

Quarterly reporting periods
Period	Description/Example
Next Quarter	The next calendar quarter, beginning on the 1st day of the next quarter and ending on the last day of the quarter. Example: If the current date is Aug 14, "Next Quarter" would include Oct 1 through Dec 31.
Current Quarter	The current quarter in its entirety, even though the quarter is not over yet. Example: If the current date is Aug 11, "Current Quarter" would include Jul 1 through Sep 30.
Current Quarter To Date	The current quarter only to the current date. Example: If the current date is Feb 22, "Current Quarter to Date" would include Jan 1 through Feb 22.
Prior Quarter	The prior quarter in its entirety. Example: If the current date is Dec 11, "Prior quarter" would include Jul 1 through Sep 30.
Prior Quarter To Date	The prior quarter, to the current month/date, but of the prior quarter. Example: If the current date is Jul 11, "Prior Quarter to Date" would include Apr 1 through Apr 11.
One Year Ago Quarter	The same quarter in the previous year, in its entirety. Example: If the current date is June 6, 2023, "One year ago quarter" would include Apr 1, 2022 through June 30, 2022.

Yearly reporting periods

These reporting periods are based on the calendar year (Jan 1 to Dec 31).

Yearly reporting periods
Period	Description/Example
Next Year	The next calendar year, beginning on the 1st day of the next year and ending on the last day of the year. Example: If the current date is Aug 14, 2022, "Next Year" would include Jan 1, 2023, through Dec 31, 2023.
Current Year	The current year in its entirety, even though the year is not over yet. Example: If the current date is Aug 11, "Current Year" would include Jan 1 through Dec 31.
Current Year To Date	The current year only to the current date. Example: If the current date is May 22, "Current Year to Date" would include Jan 1 through May 22.
Current Year Through Current Month	The current year only to through the last day of the current month. Example: If the current date is May 6, "Current Year through Current Month" would include Jan 1 through May 31.
Current Year Through Prior Month	The current year only to through the last day of the previous month. Example: If the current date is May 6, "Current Year through Prior Month" would include Jan 1 through Apr 30.
Prior Year	The prior year in its entirety. Example: If the current date is Dec 11, 2021, "Prior year" would include Jan 1, 2020, through Dec 31, 2020.
Prior Year To Date	The prior year, to the current month/date, but of the prior year. Example: If the current date is Jul 11, 2023, "Prior Year to Date" would include Jan 1, 2022, through Jul 11, 2022.
Prior Year Current Month	The same month in the previous year, in its entirety. Example: If the current date is Jun 6, 2023, "Prior Year Current Month" would include Jun 1, 2022, through Jun 30, 2022.
Prior Year Prior Month	The previous month as the current one, but in the previous year, in its entirety. Example: If the current date is Jun 6, 2023, "Prior Year Prior Month" would include May 1, 2022, through May 31, 2022.
Prior Year Next Month	The next month as currently but in the previous year, in its entirety. Example: If the current date is May 6, 2023, "Prior Year Next Month" would include June 1, 2022, through June 30, 2022.
Prior Year Current Quarter	The current quarter based on the current date, but in the previous year, in its entirety. Example: If the current date is Oct 6, 2023, "Prior Year Current Quarter" would include Oct 1, 2022, through Dec 31, 2022.
Prior Year Prior Quarter	The previous quarter based on the current date, but in the previous year, in its entirety. Example: If the current date is Jul 6, 2023, "Prior Year Prior Quarter" would include Apr 1, 2022, through Jun 30, 2022.
Prior Year Next Quarter	The next quarter based on the current date, but in the previous year, in its entirety. Example: If the current date is May 6, 2023, "Prior Year Next Quarter" would include Jul 1, 2022, through Sep 30, 2022.

Weekly reporting periods

The weekly reporting periods are based on what day of the week you set for Week begins on in Company Information setup.

Weekly reporting periods
Period	Description/Example
This Week	The entire current week, based on the day of the week your company configured as the start of the week, for example, Sunday through Saturday.
Last Week	The entire past week, based on the day of the week your company configured as the start of the week.
Today	The current day.
Yesterday	The prior day.

Inception reporting period

Inception reporting period
Period	Description
Inception to date	Inception-based reporting is intended to report data from the earliest actual transaction was recorded, the opening balance entry. It’s provided to allow for reporting flexibility across Project-type time frames with a defined start and stop date. Although it can be configured to report on any dimension, use Inception reporting periods mindfully, keeping its intended purpose of reporting flexibly across closed dates in mind. It’s not intended to report on all data across all time as this can result in performance slowdown or timeout in a real-time reporting context. If you record any actual entry before opening balances you’ll add additional periods to Inception reporting timeframes for Intacct to check, increasing the processing time.

Fiscal reporting periods

The fiscal reporting periods are essentially the same as the calendar reporting periods, but are used when you want to use fiscal reporting periods that are vary from generic calendar periods.

Many companies have a fiscal year that differs from the calendar year. In this case, you'd use the Fiscal reporting periods. You need to have defined the company fiscal year in the company setup.

The reporting periods are fundamentally the same as those with the calendar year, but based on your company's fiscal year, as configured in Company Information.

As an example, the following table uses a fictional company whose fiscal year begins Feb 1 and ends Jan 31. Fiscal quarters in this configuration would include Feb 1 to Apr 30, May 1 to Jul 31, Aug 1 to Oct 31, and Nov 1 to Jan 31.

Fiscal reporting periods
Period	Description/Example
Fiscal: Next Quarter	The next fiscal quarter, beginning on the 1st day of the next quarter and ending on the last day of the quarter. Example: If the current date is Feb 14, "Fiscal: Next Quarter" would include May 1 through Jul 31.
Fiscal: Current Quarter	The current fiscal quarter, beginning on the 1st day of the quarter and ending on the last day of the quarter. Example: If the current date is Feb 14, "Fiscal: Current Quarter" would include Feb 1 through Apr 30.
Fiscal: Current Quarter To Date	The current quarter only to the current date. Example: If the current date is Feb 22, "Fiscal: Current Quarter to Date" would include Feb 1 through Feb 22.
Fiscal: Prior Quarter	The prior quarter in its entirety. Example: If the current date is Dec 11, "Fiscal: Prior quarter" would include Aug 1 through Oct 31.
Fiscal: Prior Quarter To Date	The prior quarter, to the current month/date, but of the prior quarter. Example: If the current date is Jul 11, "Fiscal: Prior Quarter to Date" would include Feb 1 through Apr 11.
Fiscal: One Year Ago Quarter	The current quarter based on the current date, but in the previous year, in its entirety. Example: If the current date is Jul 6, 2023, "Fiscal: One Year Ago Quarter" would include May 1, 2022, through Jul 31, 2022.
Fiscal: Next Year	The next year, beginning on the 1st day of the fiscal year and ending on the last day of the fiscal year. Example: If the current date is Aug 14, 2019, "Fiscal: Next Year" would include Feb 1, 2020, through Jan 31, 2020.
Fiscal: Current Year	The current fiscal year in its entirety, even though the year is not over yet. Example: If the current date is Aug 11, "Fiscal: Current Year" would include Feb 1 through Jan 31.
Fiscal: Current Year To Date	The current fiscal year only to the current date. Example: If the current date is May 22, "Fiscal: Current Year to Date" would include Feb 1 through May 22.
Fiscal: Prior Year	The prior fiscal year in its entirety. Example: If the current date is Dec 11, 2021, "Fiscal: Prior year" would include Feb 1, 2019, through Jan 31, 2020.
Fiscal: Prior Year To Date	The prior fiscal year, to the current month/date, but of the prior year. Example: If the current date is Jul 11, 2021, "Fiscal: Prior Year to Date" would include Feb 1, 2020, through Jul 11, 20209.
Fiscal: Prior Year Current Quarter	The current fiscal quarter based on the current date, but in the previous year, in its entirety. Example: If the current date is Oct 6, 2023, "Fiscal: Prior Year Current Quarter" would include Aug 1, 2022, through Oct 31, 2022.
Fiscal: Prior Year Prior Quarter	The previous fiscal quarter based on the current date, but in the previous year, in its entirety. Example: If the current date is Oct 6, 2023, "Fiscal: Prior Year Prior Quarter" would include May 1, 2022, through Jul 31, 2022.
Fiscal: Prior Year Next Quarter	The next fiscal quarter based on the current date, but in the previous year, in its entirety. Example: If the current date is May 6, 2023, "Fiscal: Prior Year Next Quarter" would include Aug 1, 2022, through Oct 31, 2022.
Fiscal: Current Year Through Current Month	The current fiscal year only to through the last day of the current month. Example: If the current date is May 6, "Fiscal: Current Year through Current Month" would include Jan 1 through May 31.
Fiscal: Current Year Through Prior Month	The current fiscal year only to through the last day of the previous month. Example: If the current date is May 6, "Fiscal: Current Year through Prior Month" would include Feb 1 through May 31.