FAQ

FAQ overview

This page answers recurring questions about the home surface, its visible controls, and the Principals Report view. You start on the home surface after navigation.

Before you check the home surface

The home surface is the signed-in starting surface. The controls that appear depend on your current view and subscription condition.

Prerequisites

• Sign in before opening the home surface.
• Use a view with the required subscription condition.
• If you need Widget or Save, enter edit mode first.
• If a prepared view is available, its switch appears outside edit mode.

The home screen requires a signed-in user. Widget and Save appear only in edit mode. The prepared-view switch appears outside edit mode when the prepared-view condition holds.

Find the home surface and report

The home surface is where you review information and open the visible report tab.

Prerequisites

• Sign in.
• Know that the home surface opens after navigation.

Steps

1. Open the home surface.
2. Select Principals Report.
3. Confirm that you remain on the home surface.

Result: The Principals Report view is open on the home surface.

Understand the visible controls

The home surface combines sorting controls, report controls, editing controls, and comparison-view fields. The live home screen displays Sort by Booking, Sort by Target, and Sort by Achievement.

The live report view also displays report readouts and a settings area. Time Frame is not displayed as an active control in the report view.

Prerequisites

• Open the home surface.

Steps

1. Locate Sort by Booking on the home surface.
2. Locate Sort by Target on the home surface.
3. Locate Sort by Achievement on the home surface.
4. Review Interval, Over, and Highlight in the comparison view when that view is available.

Result: The home's sorting controls and comparison-view fields are identified by their displayed labels.

Choose the comparison view

The Over field selects the comparison category for the comparison view. Its fixed choices are Clients, Sales Responsibles, Projects, and Market Segments.

The Highlight field uses account records for the available client or vendor lists. All Clients and All Vendors are added to those lists. For Sales Responsibles, Projects, and Market Segments, Highlight has no available values. The available Highlight values can vary with the accounts available to you.

Prerequisites

• Open the home surface.
• Open the comparison view.

Steps

1. Open Over.

2. Choose one fixed comparison category.

   If you need to compare…	Choose
   Clients	Clients
   Sales responsibles	Sales Responsibles
   Projects	Projects
   Market segments	Market Segments

3. Review the values available in Highlight.

The tab controls depend on tab visibility, active state, tab type, subscription condition, and edit mode. The six principal-report column selections can vary.

Result: The comparison view shows the selected fixed comparison category and the available Highlight values.

Return to Principals Report to check the report view.

Edit the home surface

Use edit mode when you need to add, rename, remove, or save tab content.

Prerequisites

• Sign in.
• Open the home surface.
• Have a view with the required subscription condition.

Steps

1. Enter edit mode.

2. Select the control that matches the task.

   Task	Control	Sequence
   Open the widget-selection flow	Widget	Select Widget first.
   Select all widgets	Select all	Select Select all after the widget picker opens.
   Remove a chosen widget	Remove widget from tab	Choose a widget, then select Remove widget from tab.
   Rename the tab	Rename tab, then New Tab	When the tab conditions allow renaming, use the tab action. Enter a value in New Tab when the dialog opens.
   Delete the tab	Delete tab	When the tab conditions allow deletion, select Delete tab.

3. Select Save after making any listed edit.

Result: The selected editing controls are used while the home surface is in edit mode.

Check the report result

The Principals Report view provides a required Report field and the report actions Generate Report and Download as PDF.

Prerequisites

• Open the home surface.
• Select Principals Report.

Steps

1. Check that the Report field is displayed with a required marker.
2. Locate Generate Report.
3. Locate Download as PDF.

No dialog or message appeared while you checked the report view.

Result: The Principals Report view shows the required Report field and both report actions.

If the report view does not answer your question, use the message guidance in the next section.

When the answer is not available

Use the message text to identify the kind of response you need. The home area carries these messages:

For detailed report controls, continue to Principal report. For reusable messages, continue to General error messages. For broader issue resolution, continue to Common issues and solutions.

Out of scope

The login message Incorrect username or password belongs to the Login page, not this home-surface FAQ. Continue to Your first day for sign-in help.

The message Please choose one or more principals belongs to the Principals Report validation flow. Continue to Principal report for that report-specific message.

The available Highlight list and report columns can vary. Use the labels and values shown in your home surface when working with those lists.

Know where to continue

The home path remains the home surface after selecting Principals Report. Continue to Understanding the interface for general screen orientation. Use Navigation basics when you need help moving between pages.