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5 docs tagged with "reporting-cycle"

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Copy from Prior Edition Cycle

Step-by-step tutorial for month 2 reporting — copy from the prior edition, reset period-specific sections, add new rows, and submit.

Edition Copy from Prior

How to use the Copy from Prior Edition feature in Report Forge — what is copied, what is reset, which sections to select, and common use cases.

Reporting Cycle Automation

Admin reference for automating Report Forge reporting cycles — scheduled export, trigger on approval, cron schedule configuration, delivery targets, and monitoring.

Reporting Governance

Admin guidance for blueprint ownership, naming conventions, edition cadence, review policy, report lifecycle control, and quarterly governance reviews in Report Forge.