Set up periodic reporting using custom periods of time

Owned by Matt Kepple
Last updated: Sept 07, 2022
1 min read

You can use custom reporting periods to report on project level progress towards Progress Trackers.

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

  • Progress can be displayed across three horizons: Period, Annual and All-Time.

You can use Periodic Reporting even if you have not set targets for each 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 set targets for each Progress Tracker in each period

  3. Access the Table view of the Progress Panel to see progress within each period. Change the horizon to view annual or all time progress.