Frequency in Data Tools/Surveys and Calculation Time Period in Compylations
Time periods are set for both surveys/data tools and compylations. The frequency for a survey/data tool does not have to match the calculation time period. Data might be gathered monthly but reported quarterly or annually through a calculation and a Scorecard Feed.
Surveys / Data Tools and Notes
The frequency for the survey/data tool will determine how dates are set for survey responses. The date will be based on the date of the data tool/survey instance and how often the survey repeats. Apart from notes and daily surveys/data tools, the date will be set to the first day of the survey/data tool time period, such as January 1, 2023 for an annual survey. When exporting data from surveys/data tools, the date of the instance will usually be the first day of some month unless it is a daily instance.
|Time Period / Frequency||Description||Date Entered||Example|
|Daily||Each instance is a single day.||The current day.||Today|
(Multiple per day)
Each instance is a single day.
There may be multiple instances for the same day. This happens when the same participant/organization has more than one note of the same note type for the same day.
|Date of Note (editable before first save)||Yesterday|
|Monthly||Each instance is a calendar month.||First day of the month||December 1, 2022|
|Quarterly||Each instance spans three months.||First day of the quarter||April 1, 2023|
|Annually||Each instance spans a full year.||First day of the year||January 1, 2023|
Each instance spans a year.
The Fiscal Year name is represented by the year of the end date. When we create a Fiscal Year survey, if the instance fiscal year start month is July, then the name "FY2022" represents the period from July 1, 2021 to June 30, 2022.
|First day of the fiscal year start month (in Instance Settings) for the first year.||
Each instance spans three months.
The Fiscal Quarter name is usually represented by the year of the end date followed by "FQ#"
|First day of each fiscal quarter||
In compylations, the calculation time period options are based on the survey/data tool time period. Calculations can summarize the data for the same time period as the survey/data tool frequency or for any longer time periods. However, calculation time periods cannot be shorter than the survey frequency.
|Survey/Data Instrument Frequency||Compylation Calculation Time Periods|
|Daily||Daily, Monthly, Quarterly, Half Year, Annually, Fiscal Year, Fiscal Half Year, Fiscal Quarter|
(Multiple Per Day)
|Daily, Monthly, Quarterly, Half Year, Annually, Fiscal Year, Fiscal Half Year, Fiscal Quarter|
|Monthly||Monthly, Quarterly, Half Year, Annually, Fiscal Year, Fiscal Half Year, Fiscal Quarter|
|Quarterly||Quarterly, Half Year, Annually, Fiscal Year, Fiscal Half Year, Fiscal Quarter|
|Annually||Annually, Fiscal Year|
|Fiscal Quarter||Fiscal Quarter, Quarterly, Half Year, Annually, Fiscal Year, Fiscal Half Year|
|Fiscal Year||Annually, Fiscal Year|
|*Fiscal Half Year||Daily, Monthly, Quarterly, Half Year, Annually, Fiscal Year, Fiscal Half Year, Fiscal Quarter *not typical|