View and edit reporting periods
It is easy to view the details of a specific reporting period. However, you must have the correct permissions to be able to edit a reporting period,.
View the details of a reporting period
| Subscription |
Company |
|---|---|
| Regional availability |
All regions |
| User type |
Business Employee Project Manager Warehouse |
| Permissions | Reporting Periods: List and View |
- Go to Reports > Setup > More > Reporting periods.
- Find the reporting period in the list.
-
Select More actions > View at the end of the row.
- Go to Reports > Setup > More > Reporting periods.
- Find the reporting period and select View.
Edit a reporting period
| Subscription |
Company |
|---|---|
| Regional availability |
All regions |
| User type | Business |
| Permissions | List, View, Add, Edit, Delete |
- Go to Reports > Setup > More > Reporting periods.
- Find the reporting period.
- Select Edit at the end of the row.
- Enter changes as needed.
- Select Save.
- Go to Reports > Setup > More > Reporting periods.
- Find the reporting period.
- Select Edit.
- Enter changes as needed.
- Select Save.