Welcome to this guide on updating the Next Reporting Period Start Date in your template schedules. We’ll walk you through how this change impacts your existing tasks and what to keep in mind when making updates.
Scheduling changes are inevitable, but with a few simple steps, you can ensure your tasks remain on track. Updating the Next Reporting Period Start Date helps you manage your workflow efficiently and accurately.
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When you update the Next Reporting Period Start Date, all incomplete tasks created by this schedule will have their dates adjusted accordingly. This means that any tasks already created but not completed will reflect the new date.
You will see this warning message once you try to update the Next Reporting Period Start Date -
The message will show the original Next Reporting Period Start Date and the new date + the number of days it'll be adjusted by.
Grasping the significance of adjusting the Next Reporting Period Start Date is essential and will help you understand how those tasks will be created in the future.
Examples
Moving the Next Reporting Period Start Date backward by a day
This is usually fine, especially in cases where you want to move it from the end of the month to the start of another month.
All incomplete tasks created by this schedule will have their Next Reporting Period Start Date and due date shifted backward by a DAY.
In terms of dates example - you move the date from May 09, 2024, to May 08, 2024.
Moving the Next Reporting Period Start Date forward by a month
All incomplete tasks created by this schedule have their Next Reporting Period Start Date and due date shifted forward by a MONTH.
In terms of dates example - if you move the Next Reporting Period Start Date of the schedule from March 03, 2024, to April 03, 2024, an incomplete task that had a date of May 03, 2024, will be changed to June 03, 2024.
Moving the Next Reporting Period Start Date backward by 3 months
This is a big jump and usually confuses users since all incomplete tasks that were created by this schedule will also get shifted back by 3 months.
In terms of dates example - You have a schedule with a Next Reporting Period Start Date of April 01, 2024, if you move the date back 3 months which is January 01, 2024, a task created by this schedule that had an original date of July 01, 2024, will be changed to April 01, 2024.
TIP - If you're unsure or have doubts about moving the Next Reporting Period Start Date, feel free to contact support and we'll help you out :)