Menu > Profile > Meeting Summary Report > Generate PDF
Menu > Profile > Performance > Reports
Menu > Organisation > Teams > Team > Weekly Report
Menu > Organisation > Users > Global Summary Report
Menu > Organisation > Performance > Reports
If you have navigated to any of the above directories, selected your date range and... Nothing... Not even one report has generated, there is a simple solution.
In Chrome you will need to click on the 3 dots in the top right corner:
This menu will then show up. Click on Settings:
Once you are Settings, scroll to the bottom of the page and click on Advanced:
In your Advanced Settings under the Privacy & Security heading, you will need to scroll down until you see a
sub-heading entitled Content Settings:
Once in Content Settings, please click on Pop-ups & Redirects. (3rd from the bottom in this image)
Here you will find a list of the sites to which you have allowed pop-ups access.
If Saleboat is not under the heading Allow, please click on ADD and proceed to enter web.saleboat.app and click Add:
Once you have allowed Saleboat Pop-Up access, close Chrome fully, reopen it & navigate back to https://web.saleboat.app
Now try to generate one of the reports.
Your PDF report will show up in a new tab in Chrome, so that you don't lose where you are in Saleboat.
If you have reached the end of this article and you are still unable to generate reports, please contact one of our friendly support staff who will gladly assist you.
You can do this by messaging them within Saleboat:
Main Menu > Help > New Conversation