Objective
The objective of this article is to guide users through the process of accessing and reviewing a sales report within the Sales Reporting System. Users will learn how to open a reporting period tied to a sales contract, understand the key components of the report interface, and take appropriate actions—such as submitting data or requesting an extension—based on the report’s status.
Process
Viewing a Sales Report
Once you have located the sales contract you wish to work on, you will be directed to your list of sales reporting periods you need to report on. To get into a specific sales reporting period, in the left actions column, simply click Submit.
If your report is locked upon accessing it, simply click the Request Extension button and sent an extension request message to the assigned staff.
Understanding Your Sales Report
Once you have located the reporting period, you will be brought to This Sales Report tab. Here you can see the status, high level reported information in the header, and what data template you’re meant to be using to report your data.
| NOTE: | Please submit your sales report by the due date listed for your reporting period. If too much time passes after the due date, your report may become locked. In which case, you will need to request an extension from the organization, before you’re able to gain reporting access to your sales report. |
| NOTE: | To message the assigned staff, simply click the blue link on their name. It will initiate a pop-up window where you can send them a quick message. |
Summary
This article explains how to view and navigate a sales report once a sales contract has been located. Users are directed to a list of reporting periods and can enter a specific report by clicking Submit in the actions column. If a report is locked, users can request an extension directly from the interface.
On the Sales Report page, users will see high-level reporting details, including the status of the report, a summary header, and the data template used for reporting. The article also reminds users of the importance of submitting their reports by the listed due date to avoid access issues and includes a tip for contacting assigned staff through the system’s built-in messaging feature.
If you still require additional assistance, close this tab and return back to the system and submit a support ticket.
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