Who is this article for?

  Users assigning audit periods.

  Administrator permissions are required to resolve the issue.

Every audit has an associated period, typically representing a calendar year. If a required year is missing from the Audit Period dropdown, it must be added manually via the Segmentations admin screen.

This article explains how to add a new audit period.

Issue

When creating or editing an audit, a specific year is not available in the Audit Period dropdown.

The Audit Period dropdown only shows periods that have been configured in the system. Future years are not created automatically and must be added by an administrator.

Solution

Follow the steps below to add the missing audit period.

1. Go to Admin > Segmentations.
2. In the list of segmentations, select Audit Periods.
3. Click in the right-hand panel to activate the Add button.
4. Click Add, then select Add Audit Period.
5. Complete the following fields:
   1. Order — The position at which the new period will appear in the dropdown list.
   2. Name — The label for the period, typically the calendar year (e.g. 2027).
   3. Default — Optionally set this period as the default by toggling the indicator from a red cross to a green tick.
6. Click the Save icon to confirm.

If the new period appears in the wrong position in the dropdown, return to this screen and adjust the Order value accordingly