User Guide › Principal Report
Overview
Use Principal Report to generate and download a report from the reporting workspace. Sales representatives, sales managers, purchasing officers, warehouse managers, project managers, and finance officers can use this report when they need a formal PDF output for operational review or distribution.
The Principal Report form contains eight mandatory fields. Complete the required report information before generating the report.
Before you start
- Ensure that you can access Reports.
- Prepare the information required for the eight mandatory fields in the Principal Report form.
Steps
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On the application navigation bar, select Reports.
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On the Principal Report form, complete all eight mandatory fields.
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Select Generate Report to generate the Principal Report.
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Select Download as PDF to download the generated report as a PDF file.
Tips & cautions
Note: The Principal Report form has eight mandatory fields. Complete each required field before you generate the report.
Tip: Generate the report before selecting Download as PDF.
Result
The Principal Report is generated and downloaded as a PDF file.
Related pages
- Principal Report — Overview
- Principal Report — Learning Path
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