Reporting Periods
Who can use this feature?
The main Product Owners along with the members having Admin Roles access granted.
Reporting period refers to a specific timeframe for members working in a CRM during which they collect, analyze and present data for reporting purposes. In Engage, it is useful while analyzing the different reports e.g. income or regular giving overview report.
You, as an admin user, can add multiple reporting periods or edit any existing one for any member working in Engage. Click the + Add Reporting Period option, input the name of any member, the start date and end date and select OK.
All reporting periods appear in the form of a list stating the:
- Order
- Name
- Start Date
- End Date
