Configure Spend Reporting Periods

Overview

Configuring Spend Reporting Periods in SupplierGATEWAY establishes the fiscal years and reporting windows used across spend reporting programs, including Tier 1 and Tier 2 reporting. Reporting periods are managed through Baseline Settings and ensure spend data is collected, reported, and analyzed consistently across the platform.

This article explains how administrators configure Spend Reporting Periods using Baseline Settings, including where the configuration is located, how periods are defined, and how those settings affect reporting.

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Prerequisites

Before configuring Spend Reporting Periods, the following conditions must be met:

• The user has Administrator permissions.

• The user has access to Manage System Settings.

• Reporting programs are enabled for the environment.

• The organization’s fiscal calendar has been defined.

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Access Baseline Settings

1. Log in to SupplierGATEWAY.

2. From the left navigation menu, select Manage System Settings.

3. Navigate to Baseline Settings.

4. Select Reporting Periods.

The system displays the list of existing reporting periods.

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Create a New Spend Reporting Period

Step 1: Add a New Reporting Period

1. Select Add New or Create Reporting Period.

2. Enter the reporting period name (for example, Fiscal Year 2025).

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Step 2: Define Period Dates

1. Enter the Start Date for the reporting period.

2. Enter the End Date for the reporting period.

3. Confirm the fiscal year associated with the period.

These dates define the spend activity that will be included in reports.

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Step 3: Configure Reporting Program Availability

1. Select which reporting programs the period applies to:

   • Tier 1 Reporting

   • Tier 2 Reporting (if applicable)

2. Confirm whether the period should be available immediately or saved for later activation.

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Save the Reporting Period

1. Review the reporting period details.

2. Select Save.

The reporting period is added to Baseline Settings and becomes available based on its configuration.

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Manage Existing Reporting Periods

Edit a Reporting Period

1. Select an existing reporting period from the list.

2. Update the name or dates if adjustments are required.

3. Save the changes.

Close a Reporting Period

1. Select the reporting period.

2. Update the status to Closed, if applicable.

3. Confirm the action.

Closing a reporting period prevents new submissions for that timeframe.

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How Reporting Periods Are Used

Configured Spend Reporting Periods are used throughout the platform to:

• Populate fiscal year and period filters in Tier 1 dashboards.

• Control Tier 2 reporting availability for suppliers.

• Standardize year-over-year and period-over-period reporting.

• Support audit, compliance, and regulatory reporting requirements.

Reporting periods defined in Baseline Settings apply consistently across all related reports.

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Outcome

Once Spend Reporting Periods are configured using Baseline Settings:

• Reporting timeframes are standardized across spend programs.

• Users and suppliers can report data within defined fiscal windows.

• Tier 1 and Tier 2 reports align with organizational reporting requirements.

• Reporting accuracy and consistency are improved.

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Related Articles

• Understand Spend Reporting Programs

• Understand Tier 1 Reporting

• Understand Tier 2 Reporting

• Review Tier 1 Reports