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How to use a report package from one period to another — Cloud Customer Connect
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How to use a report package from one period to another

Received Response
edited May 18, 2021 1:54AM in Narrative Reporting 4 comments


A report package that is completed with review and sign off phase to be used for the next period


I have a report package that has to be used month on month. What is the best practice to carry forward the Report package to the next month?

1) Shall/Can I use the Review/sign-off phases for this kind of requirement?

2) Do I have to copy and create a new Report package for the next month?




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