Reporting period interactions

The reporting schema

By default, the reporting schema is populated with the data from the current reporting period only.

To populate the reporting schema with data from previous reporting periods you must enable the Populate Past Periods setting and re-create the reporting schema (see, Populating past reporting periods).

ACLs

When viewing objects, your existing ACLs control which objects you can view in the current reporting period and in past reporting periods. If your access permissions change in the current reporting period, you will be able to view the newly accessible items in past reporting periods, and you will not be able to view items to which you have lost permissions, even if in past reporting periods you had access to them.

Regardless of your access permissions, you are never allowed to add, edit or remove objects and/or files from past reporting periods.

The Activity tab

You can view the Activity tab for an object to see its change history. You can view the changes made for the current reporting period, a finalized reporting period, or view all reporting periods. Select any reporting period option from the drop-down list in the Activity tab. Selecting All reporting periods displays both the current and finalized reporting periods. The drop-down list is only available if you have more than one reporting period available to view.