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Glossary

Creating and Editing Periods in Disclosure Management

Overview

For a document managed by Disclosure Management, you can create as many periods as you need, e.g. current year or previous year. A period is a time frame for which report data are imported and saved and in which data are aggregated by time.

In Disclosure Management, periods are needed in the following contexts:

  • During a data import, the report data are always imported into a specific period.
  • The programming in an Excel file is always configured for a specific period.
  • When programming an Excel file using the Programming Assistant, the report data for the relevant period are always displayed.

Creating Periods in Disclosure Management

To create a new period in Disclosure Management:

1

In the overview of a document, click Manage periods to open the workspace.

2

In the detail view, click Add period to create a new period.

Shows the 'Add period' area of the 'Manage periods' workspace in Disclosure Management with the fields 'Designation', 'Technical name', 'Start date', 'End date', 'Previous period', and 'Description', the 'Default period' check box, and the 'Cancel' and 'Save' buttons.
Creating a new period

Configuring Periods in Disclosure Management

You have the following options for configuring periods in Disclosure Management:

OptionDescription
DesignationPeriod name
Technical nameTechnical name of the period
Start date and end dateDates on which the period starts and ends
Previous periodIf applicable, the previous period from which the data are to be carried over when updating the document
DescriptionOptional description of the period
Default periodCheck box for defining this period as the default period

Note regarding a previous period: If you assign a Previous period to a period, this previous period will be indented:

Shows the 'Periods' list in Disclosure Management with the periods 'Target year 2030', 'Current year', and 'Previous year'. Highlighted in red is 'Previous year', which is indented below 'Current year' as its previous period.
Example of a previous period displayed in the period management workspace

Editing Periods in Disclosure Management

To edit or delete a period in Disclosure Management, navigate to the desired period in the Manage periods workspace and click the pencil icon Edit icon or the trash can icon Delete icon in the relevant row.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 1, 2026

Table of Contents
OverviewCreating Periods in Disclosure ManagementConfiguring Periods in Disclosure ManagementEditing Periods in Disclosure Management
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