This article is for: Company Admins who want to send a report to executives or budget holders.
Available on: Pro and Enterprise.
What is the Period in Review report?
Period in Review (earlier called the Executive Value Report) is a short, visual summary of how SalesScreen is being used and what impact it's having. It is built for executives and budget holders who don't log in to SalesScreen day to day. It shows what stood out in the period and never marks a weak period in red or amber.
It can include:
Highlights: up to three standouts from your own history, such as a competition that lifted results, a target reached, growth, a streak or a rare achievement
Your key numbers: your company's primary and secondary key metrics, with the comparison period
Competition Effect: how performance changed while competitions were running, and the most effective competitions
Manager Spotlight: managers whose team ran or joined a competition, with their team's engagement, targets and strengths
Achievements: achievements reached in the period and the people behind them
Endorsement highlights: the newest endorsements from the period
Adoption: how widely SalesScreen is used, including competitions, achievements, coaching sessions and more
A section without data is left out. Reports are delivered by email as a secure link. Recipients don't need a SalesScreen account. Anyone with the link can view the report in their browser.
Create a one-off report
Use this to make a report on demand, for example ahead of a business review. A new report is a draft. Nobody is notified until you publish it.
Go to Manage → Report Center and click New Report.
Choose the template. Click See an example to open it with sample data, then click Use template.
Enter a title and choose Once.
Choose the Report period and what it is Compared with (see Choose a period and a comparison below).
Add recipients: people with a SalesScreen account from the list (admins, managers and other users), or recipients outside SalesScreen by typing their email address.
Click Create draft. The draft takes a minute or two. You get a message when it is ready.
Click Review draft to read it. Click Send test email to get it in your own inbox exactly as recipients will see it.
When you are happy, click Publish and send to N recipients and confirm with Send.
Set up a scheduled (recurring) report
A scheduled report is created and sent automatically for each complete period, with no manual work after the setup.
Go to Manage → Report Center and click New Report.
Choose the template and click Use template.
Enter a title and keep On a schedule.
Choose the period: Day, Week, Month, Quarter, Half year or Year, and what it is compared with. The form shows when the reports are sent and which period the first report covers.
Add recipients.
Click Create draft, review it and send yourself a test email.
Publish the schedule. Click Publish and send now to send the first report to the recipients and start the schedule. Click Start without sending to start the schedule and send the first report at the start of the next period.
Reports go out at 09:00 company time on the first working day of each period. Each report covers the last complete period. A common setup is a quarterly report, covering the quarter before. It gives recipients a clean, complete picture four times a year.
You can change the schedule later with Edit schedule. The changes apply from the next send. Click Create draft on an active schedule to make a one-off draft of the current period to review and send. Click Disable to stop a schedule.
Choose a period and a comparison
Report period: choose the last complete period (for example Last quarter) or the current period so far (for example This quarter so far), for a day, week, month, quarter, half year or year. You can also pick custom dates, up to three years back and not in the future. Executives usually get the most from a complete period.
Compared with: the period before, the same period last year, the same days of the period before (when the period is still running), or no comparison. Day and week reports have no comparison.
A period that is still running shows an incomplete-data bar to recipients. Target attainment shows only for complete periods that are not a day or a week.
Add and manage recipients
You can add two types of recipients:
Internal users: any admin or manager with a SalesScreen account, selected from the list
External recipients: anyone outside SalesScreen, added by email address (no SalesScreen account needed). SalesScreen warns you about addresses outside your company's email domain, because the report shows your company's results.
The report is sent from the owner, shown as "[name] via SalesScreen", and replies go to the owner. Each recipient receives a personal link that works for 7 days, without a login. Anyone who has the link can open it. If a link expires, the system automatically sends a new one to the recipient's registered email address.
⚠️ Use real email addresses. When a link expires, the new link goes to that address. If it's a fake or throwaway inbox, the recipient can never open the report again.
To see who has opened a report, open it in Generated Reports and look at the recipient list. To revoke access for a recipient, click Revoke access next to them. Only the report's owner or a super admin can do this.
What if this doesn't work?
The recipient says the link is expired: The 7-day window has passed. The system automatically sends a new link to their registered email, so ask them to check their inbox. If the email address was entered incorrectly, add the right address.
A section is missing: Sections without data are left out. Manager Spotlight shows managers whose team ran or joined a competition in the period, and Competition Effect needs competitions that finished in the period.
Key metrics are missing or showing 0: The report pulls from your company-level key metrics. A key metric with no activity in the period is left out. If no key metrics are set up at the company level, this section will be empty. Go to Manage → Company settings → Key metrics to configure them.
There is no target attainment: Attainment shows only for complete periods that are not a day or a week, and only where targets exist.
The test email didn't arrive: Check spam. The test email goes only to the person who clicked Send test email, and should arrive within a few minutes.