Creating Reporting Periods and Categories

Create a reporting period, such as a financial quarter with which users can associate notes and annotations. This enables users to organize notes and annotations based on the context, such as a corporate event, in which they were generated.

This topic also explains how to define categories that users can use to filter notes and annotations.

  To set up a reporting period and categories:

  1. Select File, then Scorecard Configuration, and then Notes.

  2. To prevent users from creating or modifying annotations that are attached to locked measures, select Lock annotations when Measure results are locked.

  3. In Add Reporting Periods, click Add, to select the start date of the reporting period, such as a week-long corporate event.

  4. In Display, enter the name of the reporting period. For example, this could be the name of a corporate event such as a sales drive.

  5. Repeat steps 3 and 4 to create all reporting periods.

  6. Select Enabled to activate the reporting period(s).

    To remove a reporting period, click the adjacent Delete button.

  7. In Add Categories, click Add.

    To remove a category, click the adjacent Delete button.

  8. Click Save.

    Users can now perform these tasks:

    • Place a note or annotation in one of the categories that you defined

    • Sort notes and annotations using the categories that you defined

    • Associate notes or annotations with a reporting period that you defined