Managing Reporting Periods

How to Update Reporting Periods
  1. From the PEARS dashboard, hover the cursor over the gear icon.
    The Administration and OEIE Tools Menus display:
Administrative Menu
  1. Select Manage Reporting Periods.

A list of all Reporting Periods for your organization displays:
Note: SNAP-Ed only organizations will only see a list of Reporting Periods for SNAP-Ed.

  1. Find the Reporting Period that you would like to edit.
Tip: Reporting Periods are listed in chronological order (from newest to oldest).
Tip: Use the Filter button to search by details associated with a Reporting Period (Program Type, Year, Program Area, etc.)
  1. Click on the Name of the Reporting Period.
    Example: SNAP-Ed 2020 (October 1, 2019 - September 30, 2020)
    The Reporting Period details display:

  1. Click the Edit button.


The Update Reporting Period page displays:
  1. Update the Open Date, Close Date, Open Time, and Close Time. 
    Fields marked with a red asterisk are required.
  2. Click the Save button.

For a video of how to manage reporting periods, watch below:

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