In short
A report in SalesScreen is a single record of an activity or result, for example a booked meeting, a call, or a proposal sent. Reports are the raw data of the platform. Everything you see on screens, in the feed, on dashboards, and in gamification (competitions, achievements, and metrics) is built on top of reports.
Put simply: reports fill SalesScreen with data, and the rest of the platform uses that data to motivate teams and visualize results.
One report = one recorded activity (for example, one meeting booked = one report).
What does a report consist of?
Each report contains several fields that describe what happened, who did it, and what it is worth.
Field | Description | Example |
User (Name) | Who the activity belongs to | Stanley Wilson |
Team | The user's team | London |
Department | Higher-level grouping | GB |
Activity | The type of activity | Meeting booked |
Date | When the activity took place | 13/07/2026 |
Quantity | Number of units in the record | 6 |
Value | Value tied to the activity (e.g. deal size) | 0 |
Note on quantity: A single report can have a Quantity higher than 1. A row for "Calls" with quantity 12 means 12 calls were recorded in that one report. "One meeting = one report" is a helpful rule of thumb, but the quantity field can hold multiple units of the same activity.
For end users: working with your reports
As an end user, your reports show the activities you have logged, such as calls, meetings booked, and proposals sent.
Where to find them: Open Data in the left-hand menu. There you can browse your activities, filter by activity type and period, and group or sort the rows.
How to add one manually: Click New → Report, choose the activity type, fill in the required fields, and save.
What you can see: You see your own data based on the permissions set by your admin.
For admins: managing and configuring reports
As an admin, you control how reports enter SalesScreen, who can see them, and how they are used across the platform.
Three ways reports are registered:
Manually – if there is no integration, users (or admins on their behalf) add reports directly.
Automatically via an integration – one or more integrations (for example a CRM) send reports automatically.
Bulk upload via Excel – upload many reports at once from a spreadsheet.
Editing and permissions: Admins can add, edit, bulk-edit, and delete reports, and can register reports on behalf of other users. What each user sees is controlled by their role and permissions.
Important with integrations: A report brought in via an integration cannot be edited inside SalesScreen. It is overwritten on the next synchronization, and the sync frequency depends on that integration's setup. To change integrated data, adjust it at the source or in the integration configuration.
Report vs. metric – what is the difference?
These are the two most important concepts to understand early on.
Report = the individual event / the raw data. Example: "Eva Wong booked 9 meetings on 13/07/2026."
Metric = the calculation that summarizes many reports. Example: "Number of meetings booked this week."
How they connect:
A salesperson books a meeting → a report is created.
SalesScreen collects all the reports.
A metric counts or calculates the reports (e.g. "Meetings booked").
The metric is displayed in dashboards, competitions, achievements, and on screens.
A practical example
The London team wants to increase meeting activity:
Stanley Wilson logs 10 calls, 6 meetings booked, and 3 proposals sent.
Each of these becomes its own report under Data.
The metric "Meetings booked" counts all meeting reports across the team.
The result appears in a competition on the big screen, so the whole team follows progress in real time.
This is how raw data (reports) turns into motivation and visible results.
Frequently asked questions
What is a report in SalesScreen?
A report is a single record of an activity or result, such as a call, a meeting booked, or a proposal sent. It is the raw data that powers screens, dashboards, and gamification.
How do reports get into SalesScreen?
Three ways: manually, automatically via an integration, or through a bulk Excel upload.
Can I edit a report?
Manually created reports can be edited or deleted (subject to permissions). Reports from an integration cannot be edited in SalesScreen, because they are overwritten on the next sync.
Where do I find my reports?
Under Data in the left-hand menu, where you can filter, group, and sort them.
What is the difference between a report and a metric?
A report is the individual event (raw data). A metric is the calculation that summarizes many reports into a KPI.
Next steps
Read "What is a Metric?" to understand how report data is calculated and visualized.
Explore the Data page to see what your reports look like.
No integration yet? Add a report manually via New → Report.