This article explains how to manually enter sales data in the Sales Reporting System using the Report Detail tab. It is designed to help users understand when manual data entry is appropriate, how to access the input screen, and how to efficiently add, save, and duplicate records using available system tools.

On the top tabs, click the Report Detail tab.

Here you can manually add your sales data. This is the preferred method if you only have around 10-25 records to add (more depending on how proficient you become in the system or if you simply prefer this method). At the bottom of the screen, click Add Record Manually.

The manual entry screen will display, what you will see:

• Header data detailing contract number, vendor, reporting period, and record status.
• A list of fields that have dynamically generated, based on the data template assigned.

Required fields will have a red asterisk and must be filled in, once all required data has been input you can:

• Save – This will save the record’s data and return you to the list
• Save & New (Copy Details) – Saves current record data, then copies the data to a new record, where minor updates can be made and saved again (for quicker data entry).
• Save & New (Blank) – Saves current record data, and instead of returning to the list detail, a new sales report detail window opens.

The Report Detail tab allows users to manually enter individual sales records, a method well-suited for smaller data sets or users who prefer direct input. After selecting the appropriate reporting period, users can click Add Record Manually to access a data entry screen that includes contract and reporting information, along with dynamically generated fields based on the assigned data template.

Required fields are clearly marked, and users can choose from multiple save options to streamline data entry—either saving and returning to the list, copying existing data into a new record, or opening a new blank entry screen. The system also includes built-in support features, such as a Customer Support link that automatically captures a screenshot to help resolve technical issues quickly.

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