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Assign organization-specific due dates and reporting windows to a report

Every organization on a report starts with the same reporting window and submission window. If some organizations need different dates, for example because they received funding at a different time or run on a different fiscal year, you can give them their own dates without changing anyone else’s.

Before you start:

How report dates work

A report has two sets of dates. The reporting window is the period organizations are reporting on. The submission window is when they can access and submit their report. You set both for everyone on the report’s Set up your report tab, and those dates apply to every organization by default.

Within the submission window, open dates are hard and due dates are soft. Responding organizations don’t receive any notifications, including invitations to the platform, until their submission window opens.

Date customization overrides the defaults for the organizations you choose. Everyone else keeps the report’s default dates.

Note: You can customize dates for individual organizations before or after a report is published.

Steps

  1. In the left navigation, click Reporting > Report Builder. The Reports screen displays.
  2. If you aren’t already in the report you want to work with, click Edit next to the reporting period you want to change.
  3. Click the Date customization tab. The organizations on the report and their dates are listed.
    1. Note: If your report has already been published and is showing as Active, you won't be able to click the Customize dates tab directly. Instead, click into the Add organizations tab, then click Next in the bottom right corner to advance forward into the Customize dates tab.
  4. Click the Edit button to customize dates for the required organizations.
  5. Next to the organization that needs its own dates, click Customize dates. The customization fields display.
  6. In the Reporting window area, use the Start date and End date calendar fields to set the organization’s reporting period.
  7. In the Submission window area, use the Open date and Due date calendar fields to set when the organization can access and submit its report.
  8. At the top of the screen, click Save changes. Your changes are applied and a custom dates tag appears next to the organization’s name.

Repeat steps 5 through 8 for each organization that needs its own dates.

Check custom dates before you publish

The review step of the report builder shows every organization’s dates in one place, so you can catch a mistake before anyone is notified.

  1. In the report builder, click the Review & Publish tab.
  2. Review the dates in the Reporting period and Customized dates areas.

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