How To Manage Reporting Periods & Frequencies | Support Center | ClearPoint Strategy

Manage reporting periods & frequencies

Reporting periods are the base units of time over which you are reporting. In order to track metrics over time in ClearPoint, administrators must add reporting periods into the system. We recommend that your base reporting periods be months (you can then use these to report quarterly, annually, etc.). Reporting periods can be added one at a time, or bulk added.

Manage reporting periods & frequencies