Less attachment chasing
Give the assigned partner one feed and one expected period instead of relying on inbox reminders and renamed files.
Recurring partner sales reports
Bring recurring partner sales reports into one controlled workflow.
Give every partner a clear place to submit the expected sales report, confirm the data is ready to use, and know exactly which report counts for every period.
Incoming report feedPartner sales report
ActiveReceivedChecks passedCurrent accepted
Stop rebuilding the reporting trail
Know what arrived without searching messages and trackers.
A recurring sales report is more than an attachment. Your team needs to know who owed it, which period it covers, whether the data is usable, and which corrected version should move forward.
A clear accepted version
Keep failed and replaced attempts in history while identifying the later accepted submission that currently counts.
A dependable next step
Make the accepted original available for authorized download or API retrieval.
A concrete reporting workflow
Give every report a clear path from due date to acceptance.
Keep each partner's access, deadlines, corrections, and accepted history clear as your reporting operation grows.
Define the report
Set the expected Excel or CSV file, filename matching, cadence, and optional validation rules for one partner.
Assign partner access
Invite the partner users who should submit this report without exposing other partners or feeds.
Open the reporting period
Track the weekly, monthly, or other business period and show when its report is due.
Receive and retain the file
Keep every submitted report connected to its partner, period, and correction history.
Return useful correction feedback
When agreed checks fail, show clear issues so the partner can correct the table and resubmit.
Use the current accepted report
Keep one current accepted report for the period and make it available to authorized users or an approved API integration.
Example report
Check the fields your reporting process depends on.
Apply consistent, transparent checks to every partner report before the accepted file is used for import or review.
Partner IDReport periodProduct codeAccount segmentQuantitySales amount
Required columns and aliases
Accept approved header variants while still requiring the fields your import needs.
Dates and numbers
Check reporting periods, quantities, and decimal amounts against the agreed formats.
Allowed values
Restrict fields such as region, currency, or account segment to reviewed values.
Duplicate rows
Flag duplicate values in the selected key fields before acceptance.
Operational status
See whether every expected report is usable.
Your dashboard and feed history keep the reporting period, file status, and accepted version together.
- Missing report
- Submitted late
- Processing
- Validation failed
- Accepted
- Replaced by a later acceptance
- Current accepted submission
- Complete submission history
Good fit
Use this workflow when partner reporting repeats.
The strongest fit is a predictable report whose structure and arrival matter to a receiving team.
- The same sales report is expected by week, month, quarter, or business period.
- A receiving team is accountable for following up and approving what moves forward.
- The important data is an Excel worksheet or CSV table.
- An import, reporting, or review team depends on a clearly accepted file.
Questions your team may ask
Before moving recurring reports out of email.
Can partners submit both Excel and CSV reports?
Yes. Define the expected format for each report and apply detailed checks to the Excel or CSV table your reporting process relies on.
What happens when a partner sends a correction?
The correction becomes a new submission. If it is accepted, it becomes current for that period while earlier attempts remain visible.
How does the accepted report reach the next process?
Authorized users can download the accepted report, or an approved integration can retrieve it through the API. A webhook event can signal when it is ready.
How should we organize reports from several partners?
Create one incoming feed per submitting partner. Each partner then has clear access, periods, correction history, and an independently accepted report.
Explore the complete workflow
Connect report intake to the controls around it.
See how access, file expectations, validation, and adjacent recurring-file use cases fit together.
Start with one reporting partner
Make the next partner sales report easy to find, check, and trust.
Define one report, one partner, and one recurring period, then give both teams a clear path to an accepted result.