1. Create a reporting period
To start working on a specific account/partner, you need to have reporting period(s). Without any reporting period, you won’t be able to see any real-time data flowing into the account.
When you go on a specific account, you can create reporting periods for the current or upcoming period. Check out our step-by-step guide below 👇
Go to the 'Collaborate' tab (on the left of your screen)
Click on the account you want
Click 'No period yet' or on the current reporting period in the top-right corner
Click on ‘Create reporting period’
Done! 🎉
2. Switch between reporting periods
Go to a specific account/partner
Click on the reporting period in the top-right corner
You now see a dropdown list of all the created reporting periods.
Click on the reporting period you want to view
Done! 🎉
Feel free to chat with us if you have any other questions!