Create reporting periods

You can create standard, generic reporting periods or custom reporting periods.

Automatically add a default standard reporting period

You can automatically create a set of default standard (generic) reporting periods (monthly, quarterly, and yearly).

1. Go to Company > Setup > Import data.
2. Scroll to the Set up General Ledger transactions section and locate Reporting Periods.
3. Select Default, and then select Create.
   You should receive a notification when the reporting periods have been created.
4. Select Done on the Import successful notification dialog.

How it works

Intacct looks at the furthest date on which you have transactions posting to determine the standard (generic) reporting periods to create as a Default. For example, if the furthest transaction that's posting is dated for October 3, 2025, selecting Default on reporting periods automatically creates default standard reporting periods (month, quarter, and year) through the year end 2025.

If there are no future-posting entries, the current date is used and the import creates 1 year forward of reporting periods.

Add a custom reporting period

A custom reporting period allows you to set the start and end date for the reporting period.

1. Do one of the following: 

   • Go to Reports > Setup > More and select Add (circle) beside Reporting periods.

   • Go to General Ledger > Setup > More and select Add (circle) beside Reporting periods.

2. Enter a Name for the reporting period.

3. Enter a Column header for the first column and for the second column, as necessary.
   Headers appear at the top of the column in financial reports.

4. Enter a Start date and End date for the reporting period.
   

5. Optionally, to make the reporting period available on the Budget Details page, select Use for budgeting.

   If you do not see the Use for budgeting checkbox, you might need permissions for budgeting.

6. From the Status list, select Active or Inactive.