Role
All users can manage their own reports
Company Admin and Team Admin can manage reports for users in their teams
Plan
All plans
Prerequisites / who this applies to
You can access Data → Reports
Reporting is enabled for your account in Manage → Settings
What you can do with reports
From the Reports page you can:
Browse and filter reports
Add new reports (single or in bulk)
Edit existing reports (single or in bulk)
Delete reports (single or in bulk)
Create feed posts and celebrate reports on screens
Convert a report to a different activity type
Step-by-step instructions
Open the Reports page
Click Data in the left-hand menu.
Open the Reports view.
Browse and filter reports
Use the report type dropdown in the upper-left to choose which type you want to see.
Select a time period (for example This week, This month) or set a custom From / To range.
Add a single report
On the Reports page, click + New in the top-left.
Select the Activity you want to log.
Fill in all required fields (such as Date, Quantity, Value, and any custom fields).
Click Add to save the report.
Bulk add multiple reports
Click + New.
Select the Activity type.
Click Add multiple (bulk icon).
Fill in the values for each row.
Click Add to save all rows.
Note: Bulk add only works for reports within the same Activity type.
Add reports for other users (admins only)
As a Company Admin or Team Admin, click the Add button for admin add (top-right if available).
In the User dropdown, select the user you want to add a report for.
Fill in the remaining fields (Type, Activity, Date, Quantity, Value, etc.).
Click Add report.
Regular users will only see their own name in User and cannot change it.
Edit reports
To edit one report:
Find the report in the list.
Click directly on the field you want to change (for example Quantity or Value).
Enter the new value and click Save changes in the bottom-right.
To edit multiple reports:
Select the reports using the checkboxes on the left.
Click Edit at the bottom.
In the bulk edit panel, check the fields you want to change and enter new values.
Click Confirm.
Only enabled fields in the bulk edit panel are updated; everything else stays the same.
Delete reports
To delete one report:
Find the report.
Click the three dots (…) on the right side.
Click Delete, then confirm.
To delete multiple reports:
Select the reports with the checkboxes on the left.
Click Delete selected at the bottom and confirm.
Use other actions on a report
From the three-dot (…) menu on each report row you can also:
Create feed post – share the report in the activity feed.
Celebrate on screens – show the report on connected screens.
Convert type – change the report to a different activity type.
What happens next
Reports you add or edit will update dashboards, targets, competitions and missions that depend on that data.
Deleting reports removes that data from future calculations, but historical exports may still contain it if they were taken earlier.
Admins can keep data clean by regularly reviewing and adjusting reports from Data → Reports.
What if this doesn’t work?
I don’t see the + New button
Check that you’re on the Reports view under Data, not another section. If it’s still missing, confirm that reports are enabled for your account in Manage → Settings, or contact your SalesScreen admin.I can’t edit or delete reports for other users
Only Company Admins and Team Admins can manage reports for users in their teams. Verify your role under Manage → Users → your profile, or ask an admin to update your access.Bulk add fails or some rows don’t save
Make sure each row has all required fields (for example Date and Quantity) filled in and uses valid formats. Confirm that all rows use the same Activity type, since bulk add only supports one type at a time.I can’t find a report I just added
Check that you selected the correct report type in the dropdown and that your period filter includes the report’s date. If needed, switch to This year or a custom date range.
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