The first part of uploading a sales report to Brainbase involves prepping your file and entering the first and last rows of data from your sales report. 

To see the entire process from start to finish, click here for the full step-by-step guide (parts 1-4) on how to submit a sales report in Brainbase. Otherwise, continue reading for Part 1. 

If you would like to use our Brainbase Sales Report Master Template, click here to see how you can download it. 

1. You can upload all of your Sales and Royalty Reports from the 'Sales Reports' Tab found in the menu on the left. 

2. Filter the sales reports by those that are 'Due' as shown in the top left corner.

You can also search for a sales report using the search bar at the top.

To learn more about Advanced Search Filters, click here.

3. Once you click 'Due' from the status dropdown menu, those that are 'Due' will appear. Make sure to sort them in order from earliest to newest (ex. 2019-2021). 

You can sort each column by clicking on the title as shown below.

4. Hover over the Sales Report with the reporting period you want to submit a report for. 

If you wish to submit a report, then click on the left “Submit” button. But if you wish to report the sales report zero sales, then click on the right button where the arrow goes through the circle.

5. After clicking the “Submit” button, drag and drop the file or simply browse your device to upload the file.

6. Upload the file and add the first and last rows that contain sales report data within your Excel/CSV file – ignoring any empty or summary rows. To do this, check your file for the row numbers. See the example below.

*Recommendation: Use the header row number as the first row of data (this makes things easier in the next step when column matching data points)*

7. Our system works through the file, to search the first and last row of data. That way our system shows you what the first and the last row might be. Enter the number of the first row of data (the header row number), which in this case is Row 2. Then, enter the number of the last row of data, which in this example is Row 34.

8. Our system automatically populates the data from that row in your sales report file.

If you do not want the column settings to be the same as the previous report, make sure to always uncheck the box next to where it starts saying ‘Use settings from your last import on …’. 

To learn more about Import Using Previous Settings, click here.

*Note: If you are not using a header row as the first row of data, make sure to always uncheck the box next to where it says 'This is a header row'*

9. Click the 'Next' button in the top right corner to continue on to Part 2 of Uploading a Sales Report. Find a link to the Part 2 article below.