This article provides guidance on how to access your organization's Sales Reporting System, including login procedures, account lookup options, and troubleshooting tips for common login issues. It is designed to assist users in securely accessing their company’s sales contracts for reporting purposes. Users will learn how to navigate to the system, retrieve login credentials if needed, and resolve access challenges such as incorrect contact details or missing user accounts. Whether you're logging in for the first time or need help recovering your credentials, this article ensures a smooth entry into the reporting system.

Navigate to the organization’s website. Here you will need to login and then navigate to your company’s sales contract to do your reporting. You should already have an account created in the system to login to. If not, please utilize the tools on screen to either look up your account or reset your password.

Account Lookup

On the Account Lookup page (click Forgot Username / Account Lookup link in the login box), enter information about your firm into one or more fields and click Search. Click on a user’s name to expand possible options for the account. Click Password Reminder in the Search Results for an immediate username/password notice.

Search Tips

On the Account Lookup page, enter information about your firm into one or more fields and click Search. Click Send Reminder in the Search Results for a username/password notice.

• Start with one parameter. Usually you can find the record you are looking for by using one or two parameters. The more specific your search terms, the less likely you are to find the record because of spelling, order, or other variations in your search.
• Keep search parameters short. Use “ACME” instead of “ACME Construction, Inc.” You can even use partial words, such as “enviro” instead of “environmental consultant.”
• All searches are wildcard. “ACM” and “CME” will return “ACME”.
• The system ignores punctuation. C. C. is the same as C C; C & C is treated the same as C and C.
• Searches are not case sensitive. ACME is treated the same as acme.
• When searching by first name, be aware that users may be listed by alternate names. For example: James, Jim, Jimmy, or J.

Common Issues Encountered

I can’t find my company.

All companies currently reporting with the organization are in the system. Try different search criteria.

I didn’t receive the username/password email.

Please ensure the support email address is in your safe senders’ list. You can find the email in the top right of the page, click “Contact Support”, click Customer Service, and in the top left, click “Use your Own Email Browser”. Additionally, check your spam folder in case the system message has been blocked. Look for emails from the organization.

My contact information listed is incorrect.

Click Change Info to the right of your name and submit the form on the next page. Customer Support will assist you in updating your account so that you can access the system.

My company is listed, but I am not personally listed.

Another representative of your company is currently authorized to access the system. Account sharing is not permitted under any circumstance. To add an account for your use, ask a current authorized user to add an account for you, or click the Request New User For This Entity link to the right of your company’s name and submit the form on the next page.

The person listed for my company is no longer with the business.

Click Request New User For This Entity and submit the form on the next page to request a new user account. Once you login, any old user accounts can be deactivated.

To access the Sales Reporting System, users must first log in through their organization’s designated website. If your account has already been created, use your existing credentials to log in and navigate to your company’s sales contract for reporting. If you’re unsure of your login details, the Account Lookup tool allows you to search for your user information and request a username or password reminder.

The article outlines search best practices, such as using partial or shortened terms and understanding wildcard functionality, to help locate accounts quickly. It also addresses common issues, including what to do if your company can’t be found, your contact information is outdated, or the listed contact is no longer with the business. In such cases, the system provides links to request account updates or submit new user requests.

This guide ensures that every user—new or returning—has the tools and support needed to access the system reliably, complete required reporting, and maintain accurate user information within the platform.

If you still require additional assistance, close this tab and return back to the system and submit a support ticket.