# PrincipalReport

_Applications › PrincipalReport_

![PrincipalReport](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8b81990bd9dddda0c5b8a7a1f545247c.png)
*PrincipalReport*

## 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

1. In **Applications > PrincipalReport**, enter a descriptive value in **Enter Report Name...**. The report name should make the generated output easy to identify later.

2. 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

3. When the report name is complete and any required files are attached, select **Generate Report** to create the report.

4. If a confirmation or message is displayed after generation, select **Ok** to acknowledge it and continue.

### Decide whether to export the completed report

5. To save or share the generated report, select **Download as PDF**. This downloads the report in PDF format.

6. 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.

1. Open **Applications > PrincipalReport**.
2. In **Enter Report Name...**, enter `July 2026 Project Review`.

3. Select **Attach** and add the relevant supporting files. Confirm that the files appear in **files[]**.

4. Select **Generate Report** to create the report.

5. Select **Ok** if the system displays a message requiring acknowledgement.

6. 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**. |

## Related pages

- [PrincipalReport — Overview](doc:principalreport-overview)
- [PrincipalReport — Learning Path](doc:workflows-principalreport)