Role
Normal users (Supporters cannot add reports)
Plan
All plans
Prerequisites / who this applies to
You are logged in as a normal user (not Supporter)
The activity types you need are already configured by your admin
When should I manually add a report?
Add a manual report whenever you complete a tracked sales activity that isn’t coming through an integration, for example:
Closing a sale
Sending an offer
Booking a meeting
Any other activity your company has set up as a reportable KPI in SalesScreen
Step‑by‑step instructions
Step 1 – Open the New menu
In the main menu, click New.
Click Report.
Step 2 – Choose report type and activity
In the Type dropdown at the top, choose the report type you want to log (your company’s configured types).
In Activity, select the specific activity you completed.
Step 3 – Fill in report details
Enter all required fields, such as:
Amount / Value
Customer
Type of customer
Any custom fields your company uses
Double‑check that the information is correct.
Step 4 – Save the report
Click Add to register your report.
Your report will now appear in:
Your personal reports
Any dashboards/widgets that include this metric (depending on how your company has configured them)
What if this doesn’t work?
I don’t see the New button
Make sure you’re logged in as a normal user, not a Supporter. If you still can’t see it, contact your SalesScreen admin.
I can’t find the activity type I need
Activity types are created by admins. Ask your SalesScreen admin to add or update the activity type you’re missing.
I added a report with the wrong information
You can edit or delete existing reports from the Reports / Data page. See “How do I manage reports?” for detailed steps.
I often forget to add reports manually
Consider setting up an integration so activities sync automatically from your CRM or other systems. Contact SalesScreen support or your Customer Success Manager for available options.