1. Create a reporting period

You have two cases in which you can create a new reporting period: one is when you haven't created a reporting yet, the other case is when you already created one:

If you haven't created a reporting period yet:

  • If you're in the 'Collaborate' tab, click on an account

  • Click 'Create new period' button

If you already created a reporting period and want to create the next one:

  • Click on '+ new period' in your account page

  • Done! 🎉

2. Switch between reporting periods:

  • Go on the account page

  • Click on the reporting period

  • You now see a dropdown-list of all your created reporting periods. Click on the reporting period you want to view

  • Done! 🎉

Feel free to chat to us if you have any other question!

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