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Report tab

From Report tabs, you can view your reports.

Reports are highly configurable and can be created for many purposes. For example, a report can include personal statements, top performers, dashboards, or quota attainment information. These reports can also contain charts, graphs, and other information.

Submitting inquiries about a report

Submitting inquiries on a report allows you to get clarifications or additional information directly linked to specific data within a report. This feature is particularly useful when you need to communicate with a team or seek support regarding certain details in the reported figures.

Imagine you're a Sales Manager reviewing the Earnings Details Report on Sales Portal. As you check the report, you notice discrepancies in the sales figures and suspect they might be caused by incorrect customer data. You want to resolve this swiftly to ensure accurate records and prevent mistakes in future sales evaluations. To clarify the issue, you decide to use the inquiry feature available in this report.

Note

To enable this feature, please contact Incentives support.

Note

The inquiry process might require you to fill out different fields, which can vary if your administrator has customized it. This means that depending on your administrator's specific settings, the fields you see may differ to better meet your organization's or department's needs.

To make inquiries, follow the steps below:

  1. From Sales Portal, open a report where your administrator has enabled an inquiry form within the report table.

    Tip

    These reports are identified with an Inquiry Inquiry icon icon displayed on the report toolbar.

  2. Click the Inquiry Inquiry icon icon from the report toolbar.

  3. In the Submit new inquiry panel, enter information in the inquiry form fields set up by your administrator.

  4. Under Attachments, check the box for your current report to attach a copy of it to your inquiry.

  5. Click Drop file(s) or click to upload if you wish to upload any external files from your local device.

    Note

    You can upload files up to 10MB each, with a maximum of 10 files.

  6. Click Submit.

Copying records into inquiries

In Sales Portal, you have the convenient option to copy data rows directly from report grids into an inquiry. This feature is particularly useful when you want to provide specific context about data-related questions or issues.

Imagine you're reviewing a sales report and notice an error in one of the entries. Instead of manually specifying which part of the report your inquiry relates to, you can easily copy the entire row into your inquiry. This guarantees you reference the exact data point, making your communication clearer and reducing potential misunderstandings.

Note

This capability becomes accessible only when activated by your administrator.

To copy a row to your inquiry, follow the steps below:

  1. From Sales Portal, open a report where your administrator has enabled an inquiry form within the report table.

  2. Select a specific table row from which you wish to make an inquiry.

    This helps in pinpointing the exact context of your question or concern.

  3. Click the Copy the row into an inquiry Inquiry icon icon.

    This automatically fills the inquiry form with information from the chosen row, simplifying the process for you to add the required context.

    Note

    This icon becomes active after you've selected a specific row.

  4. In the Submit new inquiry panel, enter information in the inquiry form fields set up by your administrator.

  5. Under Attachments, check the box for your current report to attach a copy of it to your inquiry.

  6. Click Drop file(s) or click to upload if you wish to upload any external files from your local device.

    Note

    You can upload files up to 10MB each, with a maximum of 10 files.

  7. Click Submit.

The row of data, along with the header, is copied into the comment field of the inquiry.