Sales Portal User Guide: Reports

Running Reports

To run reports in the Sales Portal:

1. Go to the Reports section.
2. Select the type of report you want to generate.
3. Choose the date range and any other parameters required.
4. Click on the "Run Report" button.

Exporting Reports

After running a report, you can export the results:

1. Once the report is generated, click on the "Export" button.
2. Choose the desired format (e.g., PDF, Excel) and click "Download" to export the report.