How to Approve a Sales Report

Created by Francesco Ilardi, Modified on Mon, 1 May, 2023 at 9:30 PM by Francesco Ilardi

Approving a sales report is easy with our filter feature. Once you are on the 'Sales Reports' tab, you can simply filter your sales reports to 'Pending' in the top-left corner. Keep in mind, licensees can't approve sales reports. 

 

All of your 'Pending' sales reports will appear as shown below. 

 

After you click on a 'Pending' sales report, you will see the detailed sales report page and will be able to approve it by clicking the 'Pending' dropdown button as shown below. 

 

There will be a dropdown of status choices. To learn what each status means, click HERE.

 

Click on 'Approve' and the status will change as shown below.

 

This sales report will now show up under 'Approved Sales Reports' when filtered in the top-left corner.

 


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