---
title: How to Create Reporting Periods in Sage Intacct
description: Learn how to create reporting periods in Sage Intacct using the default option or via import for efficient financial management.
---

[RKL eSolutions | Technology Insights, Tips and Trends ](https://www.rklesolutions.com/blog)

# [How to Create Reporting Periods in Sage Intacct](https://www.rklesolutions.com/blog/how-to-create-reporting-periods-in-sage-intacct)

 Written by [Rachel Duda](https://www.rklesolutions.com/blog/author/rachel-duda) | Mar 10, 2026 1:06:00 PM

During the implementation process, your consultant will help you create a set number of reporting periods to use, but eventually you'll have to create your own once you reach the final period. If you are running into reporting or budget issues, it is time to create new reporting periods.  There are two ways to create the reporting periods: using the default option or via CSV import.

## 2 Options for Creating Reporting Periods

### Option #1. Using the Default Option

1. Navigate to **Company > Setup > Import data**.
2. Scroll down to the **General Ledger section** and locate the **Reporting Periods** line.
3. Click on **Default** next to reporting periods,
4. A pop-up will appear. Click **Create** in the top-right corner of the pop-up. This will create a few more years' worth of reporting periods that you can find under **General Ledger > Setup > Reporting periods.**

###  Option #2. via CSV Import 

1. Navigate to **Company > Setup > Import data** to download the reporting periods import template.
2. Scroll down to the **General Ledger section** and locate the Reporting periods line.
3. Click on **Template** next to Reporting periods. This will download the template to your browser.
4. Populate the template as follows:  
     - Column B = **Name of the reporting period**. (Ex: Month Ended January 2026, First Quarter 2026, Calendar Year Ended December 2026)
     - Column C = **Header**. This is the heading that you will see in your reports or budgets. (Ex: Month ended, Quarter ended, Year ended)
     - Column D = **Header 2**. Another header that is optional, could be the month name or date range.
     - Column E = **Start date of the period**. (Ex: If the period is Month ended January 2026, this field should say 01/01/2026)
     - Column F = **End date of the period**. (Ex: If the period is Month ended January 2026, this field should say 01/31/2026)
     - Column G = **Budgetable period True or False**. This should only be T for months and the budgetable periods cannot overlap. For example, if you mark the month of January as budgetable, then you cannot mark the Quarter or the Year ended as they overlap.
     - Column H = **Status**. This can be T as long as the reporting period is active.
5. **Save** the template as CSV.
6. Import the template from the **Company > Setup > Import data screen**. Click on **Import** next to Reporting periods.
7. Choose the CSV file where it's saved, then click **Import** in the top-right corner.
8. You can confirm that your reporting periods have been imported by viewing them in the listing under **General Ledger >  Setup > Reporting periods**.

## Looking for More on Sage Intacct?

For more helpful tips and tricks about Sage Intacct, subscribe to our blog and stay up-to-date with our latest tutorials. We're dedicated to providing valuable resources for businesses looking to optimize their financial management with Sage Intacct.

#### Check out these blogs to help get you started!

**[ Uploading Your Budgets Using Pre-Built Templates](https://www.rklesolutions.com/blog/how-to-upload-your-budgets-efficiently-using-templates-in-sage-intacct)**  
**[ How To Create Ad-Hoc Reports Using Views and Filters](https://www.rklesolutions.com/blog/how-to-create-ad-hoc-reports-using-views-and-filters)**  
**[ Creating Expanded Columns and a Summary for Reports](https://www.rklesolutions.com/blog/creating-expanded-columns-and-a-summary-for-reports-in-sage-intacct-0)**

[View full post](https://www.rklesolutions.com/blog/how-to-create-reporting-periods-in-sage-intacct)

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