Principals Report

Principals Report overview

The Principals Report is a reporting view for reviewing principal-related sales activity over a chosen period. Use it when you need a consolidated view of jobs, offers, orders, deliveries, lost jobs, and cancellations for selected accounts. It sits on the reporting path and opens at /principalReport.

If you need to…	Go to
Check the fields and actions available when the report opens	Open the report and identify its controls
Choose the period, charts, lists, clients, or product types	Set the reporting period and report options
Generate and read the report sections	Generate and read the report
Resolve a missing selection or invalid period	When report generation fails
Continue with reporting	Reporting overview
Use the general Reports area	Reports hub
Maintain report availability and sections	Reports settings

The report supports the sales path from inquiry and pricing through offer, sales order, delivery, and the related principal-side financial flow. Use the report to review that activity rather than to change a sales job's stage.

Before you start

The Principals Report is ready to configure when the required account and report information is entered.

Prerequisites

Before you begin	Why it matters
Choose at least one entry in Accounts	Report generation requires a selected principal or client entry.
Have a report name ready for Report	Report has a required validation rule.
Have the reporting period ready	From and To are required when you use a date range.
Use a role and subscription that expose the report on the active Sales Report reporting tab	The report surface appears only when the subscription and active tab conditions are met.

Steps

Select an entry in Accounts.
Enter the report name in Report.

Result: The required account and report name are entered, and the report is ready to open.

Open the report and identify its controls

The report screen brings together account selection, report naming, period selection, report settings, report introduction text, generation, and PDF download.

Prerequisites

You have access to the reporting tab.

Steps

Open the Principals Report screen.
Locate Accounts, Report, and Time Frame on the screen.
Locate Settings and Introduction & Outline for report configuration and explanatory text.
Locate Generate Report to create the report.
Locate Download as PDF to create a PDF download.
Read the current time-frame text shown beneath Time Frame.

Identify Accounts, Report, Time Frame, and the report actions on arrival.

The screen also displays Tickets. The visible time-frame text is last 12 months.

Result: You can distinguish the account and report fields from the controls that configure, generate, and download the report, so you are ready to set the reporting period.

Set the reporting period and report options

The reporting period determines which activity the report evaluates. The report offers preset periods, a definite year, or a date range, and its settings determine which analyses and lists are included.

Prerequisites

You have opened the Principals Report screen.
You know the period and the report areas you need to review.

Steps

Select Time Frame.

Choose and complete one period according to the question you need to answer.

If you need to…	Choose
Review the current calendar year	This Year
Review one named year	Definite Year, then enter a year from 1990 through the current year
Review the most recent rolling period	last 12 months
Set your own start and end dates	From / To, then enter both required dates and keep From on or before To

Select Settings.
Choose All or select the report sections you want to include.
Set Show Lists according to whether the report must include its detail lists.
Select the clients in Client when the report must be limited to particular clients.
Select the product types in Product Type when the report must be limited to particular product types.
Choose the chart type and period options for the enabled report sections.

All enables or disables the seven selectable chart settings: Status of running firm offers, Status of running orders, Reasons for lost jobs, Bookings over time, Deliveries over time, Status of submitted offers, and Sales Overview + Overall Analysis. Running jobs is displayed in the settings but its checkbox cannot be changed.

When you select Show Lists, the settings expose the multi-choice selectors Inquiries list columns, Offers list columns, Orders list columns, the delivery list columns, Lost offers list columns, and Cancelled jobs list columns. Client and Product Type are searchable multi-select filters. The Status filter is not available.

Set the reporting period from the Time Frame choices.

Changing valid values in Time Frame or Settings can require you to generate the report again before the displayed analysis reflects the changes.

Result: The report has a selected period and the chart, section, list, client, and product options needed for the analysis, so you are ready to generate it.

Add introduction and outline content

Use this optional procedure when the report needs explanatory text.

Prerequisites

You have opened the Principals Report screen.

Steps

Select Introduction & Outline.
Edit the available temporary report content.
Select OK.

Saving copies the temporary introduction, sales analysis, lost opportunities, client complaints, suggested requirements, booking forecast, and conclusion values to the report fields.

Result: The available introduction and outline content is saved with the report.

Generate and read the report

The generated report presents principal sales activity as charts and conditional detail lists. Each section appears when its report setting is enabled and report data is available.

Prerequisites

You have selected at least one principal or client entry.
You have entered the required report name and period values.
You have selected the report sections and options you need.

Steps

Select Generate Report.

Select a report-section entry to move to the corresponding analysis.

If you need to review…	Go to
Jobs currently in progress	Running Jobs
Running firm offers	Status of running firm offers
Running orders	Status of running orders
The sales overview	Sales Overview
Lost-job reasons	Reasons for lost jobs
Submitted-offer performance	Status of submitted offers
Bookings over time	Bookings over time
Deliveries over time	Deliveries over time
The combined analysis	Overall Analysis

Review the generated content according to the analysis you need.

If you need to…	Review or choose
Compare chart presentations	Bar or Pie
Compare booking or delivery periods	Monthly, Quarterly, or Yearly
Compare job totals	Jobs (Count) and Jobs (Value)
Review submitted-offer performance	Hit Rate (count) and Hit Rate (value) in Status of submitted offers
Review submitted offers and received orders by perspective	The time and client views in Overall Analysis
Review detail records	Current inquiries, Current offers, Current orders, Delivered jobs, Lost jobs, and Cancelled jobs

Read the visible list headers, including Job no., Client, and Cancellation reason.
Select Download as PDF when you need a PDF copy of the report.

The report charts use Jobs (Count) and Jobs (Value). Running Jobs, Status of running firm offers, Status of running orders, Sales Overview, and Reasons for lost jobs offer Bar and Pie views. Status of submitted offers also shows Hit Rate (count) and Hit Rate (value) when submitted-offer data exists. Bookings over time and Deliveries over time offer Monthly, Quarterly, and Yearly choices. Overall Analysis compares submitted offers with received orders in time and client views; its time view offers the same three period choices, while the client view has count and value displays.

Each available detail list has a filter row and header filter. The lists use virtual scrolling, do not provide enabled paging in this report surface, and do not allow editing. Lists appear only when their data is available.

The lists and columns shown depend on the report setup and the data available for the selected period. Work from the headers and sections that appear on your screen.

Result: The report displays the enabled analyses and available detail lists, or a PDF download is requested from Download as PDF. If the request stops, use the troubleshooting table below.

When report generation fails

Report generation stops when a required selection or value is missing. Use the message on screen to correct the input before selecting Generate Report again.

| What you see | Correct alternative | |---|---|---| | Please choose one or more principals | Select an entry in Accounts. | | An error occurred while processing your request | Check the required report fields and selections. | | From or To requires a value | Enter both required dates. | | The From date is later than the To date | Change the dates so From is on or before To. |

Steps

Select an entry in Accounts when the message requires a principal selection.

Apply the correction in the table to Accounts, From, To, or Report, according to the message.

If you see…	Take this action
From or To requires a value	Enter both required dates in From and To.
The required report field is empty	Enter the report name in Report.
`An error occurred while processing your request` remains after checking the required fields	Review Accounts, Report, From, and To.

Select Generate Report to retry the report request.

Result: The required selection or value is corrected and the report request is submitted again; return to Generate and read the report when it opens.

Continue from the report

The Principals Report is one of the reporting destinations in the reporting area. After reviewing the analysis, continue with the area that matches your next task.

If you need to…	Continue with
Return to the reporting view	Reporting overview
Work with the general reporting area	Reports hub
Change which report sections are available	Reports settings
Continue the sales process behind the analysis	Sales jobs lifecycle

Result: You have a route from the Principals Report to the reporting view, the general Reports area, report configuration, or the sales process documentation.