Periods: Search

Access the Periods section via: Period Management > Periods.

All periods in Current, Pending and Approved state are shown by default when accessing this section.

If required, you can filter the list to see specific periods by using the following filters within the Search panel at the top of the section:

• Name: Search for periods based on the name entered (or part of).
• Date Range: Search for periods that start or end within the selected date range.
• State: Search for periods which are currently in the selected state(s).

Note then when logged into the Head Office site, if your company uses the Company Periods feature, visibility of periods across all sites is available for a selected company periods, therefore an additional site picker and company period selector is available within the search filters section. 

Select [SEARCH], and all periods which meet your search criteria will be listed.

The periods list shows the following:

• Site: Displays the site name.
• Open Date: Displays the date that the period starts.
• Close Date: Displays the date that the period ends.
• Name: Displays the name of the period.
• State: Displays the current state of the period.
• Exceptions: Displays the quantity of Exceptions for periods in Pending state.

By default 15 records will show per page. To access other pages, use the page selector in the bottom right corner of the list. 

Within a period, you can also open the previous period in a new tab by selecting [PREVIOUS PERIOD].