Difference between revisions of "ProDon:Period Management"

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{{Header_TOC}}<br>  
 
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'''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the document for version 4, [[Common functions:Period Management (version 4)|click here]]. <br><br><br>
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'''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the document for version 4, [[Common functions:Period Management (version 4)|click here]]. <br><br><span style="color: rgb(255, 0, 0);">'''WARNING&nbsp;: This document is currently being edited/revised, it is possible that some parts are missing or obsolete.'''</span>
 
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<br>  
 
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== Introduction  ==
 
== Introduction  ==
  
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Period management is a way to configure a period of time (e.g. the accounting period or a quarter of an organization). When the periods are configured, it is possible to see the summaries for each period in the "Client" files as well as in "Analysis &amp; History". Moreover, these summaries can be used to produce reports and customized lists in relation to those specific periods.  
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Period management is a way to configure a period of time (e.g. the fiscal year or a trimester of an organization). When the periods are configured, it is possible to see the summaries for each period in the " Client " files as well as in " Analysis &amp; History ". Furthermore, these summaries can be used to produce reports and customized lists in relation to these specific periods.  
  
 
== Creating a Period  ==
 
== Creating a Period  ==
  
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In the software main menu, first click on "Configuration", then click on "[[Image:Bouton période.png]] Periods".  
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{| class="wikitable"
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|-
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[[File:Prodon5 Period Management 001.png]]  
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|From the main page of the software, first click on " Configuration ", " Accounting " and then on " [[Image:Bouton période.png]] Periods ".
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|-
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|[[File:Prodon5 Period Management 001.png|553x553px]]
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|}
  
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<br> The period management window will open, it is now possible to:
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{| class="wikitable" cellspacing="1" cellpadding="1" border="1" style="width: 524px; height: 449px;"
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| colspan="2" |The period management window opens up, it is now possible to:
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{| cellspacing="1" cellpadding="1" border="1" style="width: 524px; height: 449px;" class="wikitable"
 
 
|-
 
|-
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| colspan="2" | [[File:Prodon5 Period Management 002.png]]<br>
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| colspan="2" | [[File:Prodon5 Period Management 002.png|frameless|655x655px]]
 
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| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span><span style="color: rgb(255, 0, 0);">''' '''</span>View the list of existing periods.  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span><span style="color: rgb(255, 0, 0);"></span>View the list of existing periods.  
  
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|}
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|}  
  
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<br> By clicking on the [[Image:Button add plus.png]] button, the following window will appear:
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<br>  
  
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{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 407px; height: 531px;"
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{| class="wikitable" cellspacing="1" cellpadding="1" border="1" style="width: 407px; height: 531px;"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
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Example of an accounting period addition
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By clicking on the [[Image:Button add plus.png]] button, the following window opens up; 
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 +
This is an example when adding a new fiscal year.
  
 
|-
 
|-
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| colspan="2" | [[File:Prodon5 Period Management 003.png]]<br>
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| colspan="2" | [[File:Prodon5 Period Management 003.png]]
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Is the interval covered by the period. The "Start" field allows you to enter the start date of the period and the "End" field allows you to enter the end date of the period.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to assign an abbreviated code name to the period.  
  
 
| width="50%" |  
 
| width="50%" |  
 
<span style="color: rgb(255, 0, 0);">'''B: '''</span>Allows you to assign a complete name to the period.  
 
<span style="color: rgb(255, 0, 0);">'''B: '''</span>Allows you to assign a complete name to the period.  
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|-
 
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| width="50%" |
 
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to assign a short name to the period.
 
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| width="50%" |
 
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<span style="color: rgb(255, 0, 0);">'''D: '''</span>Two periods having the "Accounting period" box checked can not overlap. The second accounting period will absolutely have to start after the end of the first one.
 
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|-
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| width="50%" |
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|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Is the interval covered by the period. The " Start " field allows you to enter the start date of the period and the " End " field allows you to enter the end date of the period.
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> When all the fields are filled out, click on "Confirm addition" to record the period.  
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|<span style="color: rgb(255, 0, 0);">'''D: '''</span>Two periods having the " Fiscal year " box checked can not overlap. The second Fiscal year will absolutely have to start after the end of the first one.
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|  
 
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Example of a quarter addition
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This is an example when adding a trimester.
  
 
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|  
 
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Even if the dates of the quarter overlap the dates of the accounting period, it is still possible to add this new period since the "Accounting period" box is not checked.  
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Even if the dates of the trimester overlap the dates of the fiscal year, it is still possible to add this new period since the " Fiscal year " box is not checked.  
  
 
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|-
 
|  
 
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Here is the error message that appears when the dates of a new period overlap the dates of an accounting period.  
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Here is the error message that appears when the dates of a new period overlap the dates of an fiscal year.  
  
 
|}
 
|}
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{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 533px; height: 339px;"
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 533px; height: 339px;"
 
|-
 
|-
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| colspan="2" | [[File:Prodon5 Period Management 006.png|828x828px]]
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| colspan="2" | [[File:Prodon5 Period Management 006.png|frameless|1228x1228px]]
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Go in the "Summary" tab of any client file.  
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<span style="color: rgb(255, 0, 0);">'''A: '''</span>Go in the " Summary " tab of any client file.  
  
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> View the client's transactions cumulative for each period.  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> This is the lifetime total of all of the client's transactions.  
  
 
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|-
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| width="50%" |  
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| colspan="2" width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Is the lifetime total of all the client's transactions.  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> View the client's transactions cumulative for each period.  
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| width="50%" | <br>
 
 
|}
 
|}
  
 
=== In "Analysis &amp; History"  ===
 
=== In "Analysis &amp; History"  ===
  
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It is also possible to view a summary by period in "Analysis &amp; History".<br>  
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It is also possible to view a summary by period in " Analysis &amp; History ".<br>  
  
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{| cellspacing="1" cellpadding="1" border="1" style="width: 532px; height: 327px;" class="wikitable"
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{| class="wikitable" cellspacing="1" cellpadding="1" border="1" style="width: 532px; height: 327px;"
 
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|-
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| colspan="2" | [[File:Prodon5 Period Management 007.png|720x720px]]<br>
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| colspan="2" | [[File:Prodon5 Period Management 007.png|820x820px]]
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> To display the analysis summaries, click on "[[Image:Bouton afficher sommaire analyse.png]] Display/Hide analysis summaries".  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> To display the analysis summaries, click on " [[Image:Bouton afficher sommaire analyse.png]] " to display/hide analysis summaries.  
  
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>To display the analysis summaries by period, select "Period" in the drop-down list.  
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>To display the analysis summaries by period, select " Period " in the drop-down list.  
  
 
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|-
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| width="50%" |  
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| colspan="2" width="50%" |  
 
<span style="color: rgb(255, 0, 0);">'''C:'''</span> View the list of summaries by period.  
 
<span style="color: rgb(255, 0, 0);">'''C:'''</span> View the list of summaries by period.  
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| width="50%" | <br>
 
 
|}
 
|}
  
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
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|-
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| colspan="2" | [[File:Prodon5 Period Management 008.png|670x670px]]
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| colspan="2" | [[File:Prodon5 Period Management 008.png|725x725px]]
 
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>Click on "Generate".  
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<span style="color: rgb(255, 0, 0);">'''B: '''</span>Click on " [[File:Button Print Report.png]] Generate ".  
  
 
|}
 
|}
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{| cellspacing="1" cellpadding="1" border="1" style="width: 392px; height: 519px;" class="wikitable"
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 392px; height: 519px;" class="wikitable"
 
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|-
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| colspan="2" | [[File:PRodon5 Period Management 009.png]]
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| colspan="2" | [[File:Prodon5 Period Management 009.png]]
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Choose the wanted donation occasion.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Choose if you want to filter on only one occasion or on all of the occasions.  
  
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Filter on the transaction date.&nbsp;  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Choose the wanted donation occasion.&nbsp;  
  
 
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|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Choose a period from the drop-down menu.  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Filter on the transaction date.  
  
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> The start and end dates corresponding to the chosen period are automatically entered in the appropriate boxes.  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> Choose a period from the drop-down menu.
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|-
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| colspan="2" |<span style="color: rgb(255, 0, 0);">'''E:'''</span> The start and end dates corresponding to the chosen period are automatically entered in the appropriate boxes.
 
|}
 
|}
  
 
=== In a Customized List  ===
 
=== In a Customized List  ===
  
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The periods can also be used in the [[ProDon:Customized Lists|customized client lists]] by donations criteria (dynamic and static lists).  
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The periods can also be used in the [[ProDon:Customized Lists|" Customized Lists "]] by donations criteria (dynamic and static lists).
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<br>
 
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[[File:Prodon5 Period Management 010.png]]
 
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<br>
 
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<br>
 
  
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{| class="wikitable"
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![[File:Prodon5 Period Management 010.png|533x533px]]
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|}
 
<br>  
 
<br>  
  
 
<br>  
 
<br>  
  
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{{Footer_ProDon_Version|4.6.5.6}}<br>
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{{Footer_ProDon_Version|5.0.5}}<br>

Latest revision as of 14:49, 24 July 2018

Period Management

CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.


Introduction

Period management is a way to configure a period of time (e.g. the fiscal year or a trimester of an organization). When the periods are configured, it is possible to see the summaries for each period in the " Client " files as well as in " Analysis & History ". Furthermore, these summaries can be used to produce reports and customized lists in relation to these specific periods.

Creating a Period

From the main page of the software, first click on " Configuration ", " Accounting " and then on " Bouton période.png Periods ".
Prodon5 Period Management 001.png
The period management window opens up, it is now possible to:
Prodon5 Period Management 002.png

A: Add, Edit/View or Remove periods.

B:View the list of existing periods.


By clicking on the Button add plus.png button, the following window opens up;

This is an example when adding a new fiscal year.

Prodon5 Period Management 003.png

A: Allows you to assign an abbreviated code name to the period.

B: Allows you to assign a complete name to the period.

C: Is the interval covered by the period. The " Start " field allows you to enter the start date of the period and the " End " field allows you to enter the end date of the period. D: Two periods having the " Fiscal year " box checked can not overlap. The second Fiscal year will absolutely have to start after the end of the first one.


This is an example when adding a trimester.

Prodon5 Period Management 004.png

A: Even if the dates of the trimester overlap the dates of the fiscal year, it is still possible to add this new period since the " Fiscal year " box is not checked.


Prodon5 Period Management 005.png

Here is the error message that appears when the dates of a new period overlap the dates of an fiscal year.

View the Summaries by Period

In a Client File

Prodon5 Period Management 006.png

A: Go in the " Summary " tab of any client file.

B: This is the lifetime total of all of the client's transactions.

C: View the client's transactions cumulative for each period.

In "Analysis & History"

It is also possible to view a summary by period in " Analysis & History ".

Prodon5 Period Management 007.png

A: To display the analysis summaries, click on " Bouton afficher sommaire analyse.png " to display/hide analysis summaries.

B: To display the analysis summaries by period, select " Period " in the drop-down list.

C: View the list of summaries by period.

Use of a Period

In a Report

The created periods will also be available when you produce reports.

Prodon5 Period Management 008.png

A: Select the report to be issued (e.g. a donation occasion results).

B: Click on " Button Print Report.png Generate ".


Prodon5 Period Management 009.png

A: Choose if you want to filter on only one occasion or on all of the occasions.

B: Choose the wanted donation occasion. 

C: Filter on the transaction date.

D: Choose a period from the drop-down menu.

E: The start and end dates corresponding to the chosen period are automatically entered in the appropriate boxes.

In a Customized List

The periods can also be used in the " Customized Lists " by donations criteria (dynamic and static lists).

Prodon5 Period Management 010.png



Document name: ProDon:Period Management
Version : 5.0.5


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