# Principal Report

_User Guide › Principal Report_

![Principal Report](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/dd8a773e2668c84d0e7975c31508b7c1.png)
*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

1. On the application navigation bar, select **Reports**.

2. On the Principal Report form, complete all eight mandatory fields.

3. Select **Generate Report** to generate the Principal Report.

4. 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](doc:principalreport-overview)
- **Principal Report — Learning Path**