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Learn how to create and manage reporting years in Microsoft Sustainability Manager. When you create a reporting year, you name your reporting year, define the starting date, and apply a template to determine the number of periods to create. After you create it, the reporting year is available for selection on the insight pages.
Reporting periods have a default status of Open. To provide enhanced audit control, close a period to prevent changes to data.
Keep the following considerations in mind about reporting years:
Reporting years provide enhanced capabilities to support tighter control of data to better support internal and external audits.
Reporting years support more than just monthly reporting.
Reporting year definition is optional.
If you don't define a reporting year, the system automatically assumes a 12-month reporting year using the Start day and Start month you configured in General settings.
You can't open or close a reporting period if you don't define a reporting year.
Create a reporting year
In the main navigation pane, select Settings > Company profile > Reporting years.
Select Create reporting year.
In the Name field, enter the name of the reporting year. This name appears on insight pages in Microsoft Sustainability Manager.
In the Start date field, enter the first day of your reporting year.
In the Year template field, select Annual, Semiannual, Quarter, Month, or 4-Week Period (13 per year). The Year template is used to create the periods from the start date. For example, selecting Month creates 12 monthly periods from the start date. Selecting Quarter creates four equal periods from the start date.
Select Save. The reporting year generates with the first period starting on the Start date and the last period ending one year from the Start date.
Edit a reporting year name
In the main navigation pane, select Settings > Company profile > Reporting years.
Select the reporting year to edit.
Under Manage reporting year, select Edit. You can now change the name of the reporting year.
Lock a reporting period
Use the reporting period status to control whether you can change data during a reporting year.
In the main navigation pane, select Settings > Company profile > Reporting years.
Select the reporting year that contains the periods you want to edit.
In the Status dropdown list, select Open, Closed, or Restricted.
- Open: Users can create new records and edit existing records in the reporting period.
- Closed: The system prevents calculations, data ingestion, and the creation, modification, or deletion of records in the reporting period. Use this status to lock all data during critical reporting timelines.
- Restricted: The system locks data for the reporting year at the entity level while allowing changes for specified entities. After you select Restricted, select the Exclusions link next to the status. Select New, enter a name for the exclusion rule, and add the entity types for which you want to allow changes. Data changes are permitted only for entities included in the exclusions.
If you discover missing data in a closed period, change the status to Open, and then add the missing data.
Home page and insight pages
The Executive dashboard and insight pages support selecting one or more reporting years. The visuals show data according to the period definition of Month, Quarter, Semiannual, Annual, 4-Week, or a custom defined template.