Using Generated Reports

Every report you request, whether one-time or scheduled, is added to a generated reports list in SalesConnect as soon as the report file is available. You can use this list to retrieve reports you've requested as well as those others have made available to you in public folders.

Downloading a Private Report

Using the Sales Reporting personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Generated from the Reports menu. Or, select in the universal menu, and then select Generated Reports under Reports.
On the Generated Reports page, select the Report Name link for the report you want in the Private Reports table. Depending on the report's format and your browser settings, it may open in your browser or you may be prompted to save it.

If a report you expected to find isn't listed and it's a relatively new request, you can check its status in SalesConnect. See Checking on Your Report Requests for details. Reports are automatically deleted after some time, as part of system maintenance; always download files for any reports you want to keep.

Downloading a Report in a Public Folder

Using the Sales Reporting persona, select Generated from the Reports menu. Or, select in the universal menu, and then select Generated Reports under Reports.
On the Generated Reports page, select the Folder link for the folder you want in the Available Public Folders table. A Public Folder popup is shown, listing available reports stored there.
On the popup page, select the Report Name link for the report you want in the table. Depending on the report's format and your browser settings, it may open in your browser or you may be prompted to save it.

If a report you expected to find isn't listed and it's a relatively new request, you can check its status in SalesConnect. See Checking on Your Report Requests for details. Reports are automatically deleted after some time, as part of system maintenance; always download files for any reports you want to keep.

Deleting One or More Private Reports

Using the Sales Reporting persona, select Generated from the Reports menu. Or, select in the universal menu, and then select Generated Reports under Reports.
On the Generated Reports page, select the checkboxes for the reports you want in the Private Reports table, and then select Delete. You may be asked to confirm the deletion.