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You can set up your projects for Periodic Reporting by using deadline-based targets on your projects.

Every project has a Table that displays the target and progress for every Progress Tracker

You can use Periodic Reporting without adding targets to your Progress Trackers. Simply create the Periods but leave the target cells blank for each Progress Tracker.

Get started with Periodic Reporting in 3 steps

  1. Add custom reporting periods to a project

  2. Optionally add targets for each Progress Tracker in each period

  3. Access the Table view of the Progress Panel to see progress within each period

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