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Reporting period in CRM

The Reporting period is one of the most important parameters for building analytical reports in CRM. It helps to track the elements that an employee has worked on.

How it works

For example, the reporting period is March 2023.

A deal is considered as belonging to the reporting period if: Example:
The deal was added, edited or closed within this period. The deal was created in 2021 and closed in March 2023.
The deal had been closed earlier, but a new activity was added to the deal form (call, email, etc.). The deal had been closed two months ago, but you sent an email to the client this month (for example, sent a final invoice).
The deal is in progress (has not been closed yet). The deal is created in 2020 but has not been closed yet.

What's the difference between the "Reporting period" filter and the "Start date" and "End date" filters?

If you want to build a report that includes only those elements that have been created within a specific period, use the Start date and End date filters. If you need to build a report that includes only elements that are in progress, use the Reporting period filter.

In this article, you'll learn how the data in analytical reports differ depending on the filter you've chosen. We'll use one of the CRM Analytics reports as an example - the Sales funnel report.

If we select This month as a Reporting period, we'll see that there are two won deals.

If we open the list of these deals, we'll see that one of them was created a month ago. But this deal was closed today, and that's why it's displayed in this report.

Let's remove the Reporting period field by clicking Add field and unchecking this field.

Then fill in two other fields: Start date and End date. Select This month for both of these fields.

There is only one deal left on the list. This deal was created and closed this month.

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