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 |
|
Notes (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 |
| Fiscal Year |
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. |
FY 2021 spans Date Entered: 07/01/2020 |
| Fiscal Quarter |
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 |
2022 FQ1 spans 07/01/2021-09/30/2021 Date Entered: 7/01/2021 |
Compylations
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 |
|
Notes (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 |