Overview

PrincipalReport is used to prepare, generate, and export a named report as a PDF file. Use it when you need a report for review, sharing, or record keeping, and when supporting files may need to accompany the report. Sales, PM, Purchasing, Warehouse, and Finance users can access the feature from Reports or from the relevant application area.

Settings

Before generating a report, provide a clear report name and, where required, attach the files that support the report.

Setting	Purpose
Enter Report Name...	Enter the name used to identify the report.
files[]	Displays the files associated with the report. Use Attach to add supporting files.

Tip: Use a report name that identifies the business purpose and reporting period, such as
July 2026 Job Profitability Review
.

If you need to work from a different functional area, use the available application controls such as Sales, PM, Purchasing, Warehouse, or Finance before returning to the report.

Workflow

Decide whether the report needs supporting files

In Applications > PrincipalReport, enter a descriptive value in Enter Report Name.... The report name should make the generated output easy to identify later.
If the report must include supporting documentation, select Attach and add the required files. Review the associated items in files[] before generating the report.

Note: Attach only files that are relevant to the report. The screen does not provide a separate file classification or approval action.

Decide whether the report is ready to generate

When the report name is complete and any required files are attached, select Generate Report to create the report.
If a confirmation or message is displayed after generation, select Ok to acknowledge it and continue.

Decide whether to export the completed report

To save or share the generated report, select Download as PDF. This downloads the report in PDF format.
If you need to review related tickets while working on the report, select Tickets. Return to the report when you are ready to continue generating or downloading it.

Warning: Generate the report only after confirming the report name and supporting files. The available screen does not show a separate revision, version, or approval stage.

Examples

A PM needs a PDF report for a monthly project review and wants to retain the supporting documents with the report.

Open Applications > PrincipalReport.
In Enter Report Name..., enter
```
July 2026 Project Review
```
.
Select Attach and add the relevant supporting files. Confirm that the files appear in files[].
Select Generate Report to create the report.
Select Ok if the system displays a message requiring acknowledgement.
Select Download as PDF to download the completed
```
July 2026 Project Review
```
report for distribution or filing.

Tips

Tip: Use consistent naming for recurring reports. For example, include the month, year, project, account, or job reference in the report name.

Note: Review files[] before selecting Generate Report to ensure that the required supporting files are associated with the report.

Troubleshooting

Symptom	Likely cause	Fix
The report is difficult to identify after download.	The value in Enter Report Name... is unclear or too general.	Use a specific report name before selecting Generate Report.
Required supporting documentation is missing from the report record.	Files were not added before report generation.	Select Attach, add the required files, and verify them in files[].
A message remains on screen after generating the report.	The message requires acknowledgement.	Select Ok to acknowledge the message.
A PDF is not available.	The report has not yet been generated.	Select Generate Report, acknowledge any message with Ok, then select Download as PDF.