Applications › PrincipalReport
PrincipalReport provides a central area for generating and reviewing business reports. It supports users who need report output for sales, PM, purchasing, warehouse, and other operational activities.
Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can use this area to produce reports and retain a PDF copy when required. The available controls also provide access to related application areas and workspaces.
What you can do here
- Select Generate Report to create the requested report output.
- Select Download as PDF to save the generated report in PDF format.
- Select Ok to confirm the current report action or message.
- Select Tickets to access the Tickets area.
- Select Attach to access attachment-related functions.
- Select Dashboard, Reports, My Desk, Sales, PM, Purchasing, or Warehouse to navigate to the corresponding application area.
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