Manage Reporting Periods

Reporting periods in a CRM are specific time frames used to collect and analyze data for reporting purposes. These periods help asses performance and track progress for multiple features displayed within a report.

In Engage, you can manage and add different reporting periods that are saved and displayed under the Reporting Period filter such as:

1. Yesterday
2. Last Week
3. Last Month
4. Over a Year

Each of these periods can be selected to display the required report information under the reports Executive Summary section.

Add a Reporting Period and Use it via Filters

1. Land onto any report page, and click the Manage My Reporting Periods button.

2. On the Manage My Reporting Periods popup, click + Add Reporting Period. Name the reporting period, input the start date and end date and click Save.

3. Each reporting period is added and shown in the form of a table with following parameters.

Lists Parameters	Description
Order	Three lines that allow changing the order of reporting periods.
Name	Name of the reporting period.
Start Date	Start date of the reporting period.
End Date	End date of the reporting period.

tip

You can also edit any existing reporting period via the pen icon. Select the icon, update any information and click Save.

4. As soon as you add a reporting period, it gets saved within the Reporting Period filter under the Filters pane. You can select any period and display the report visuals accordingly.