Steps for sales reporting
- 01
Open the franchise and select the reporting period that is due.
- 02
Check the period end date, then upload the current sales report.
- 03
Read any warnings and fix the report before anyone relies on it.
- 04
Submit the report once the numbers are right.
What the finished work leaves you with
A submitted sales report for the period, with its source file, owner, review result, and submission time.
What to do when the review finds a problem
The selected period and the source file show different dates
Fix the selected period before you upload.
The period end date matches the source file
Upload the file and note its filename or version.
The report has warnings or calculation issues
Send it to the assigned reviewer and hold submission until each issue is settled.
The report has passed your review checks
Submit it and note who submitted it and when.
A common mistake to avoid
Treating a successful upload as proof that the report was reviewed and submitted.
Franchise sales reporting checklist
Use this checklist after a reporting period closes and before the sales report is submitted. It covers who owns the report, which file was used, the period dates, how warnings were handled, and proof of submission, so an upload is not mistaken for a finished report.
Before you start
- Open the reporting period and note its end date before choosing a file.
- Have the latest sales report file, the date you received it, and the reviewer’s name ready.
- Decide where the final status and submission record will be kept for the period.
When a franchise sales report will not upload
Most upload problems come from the wrong reporting period, the file itself, or the source numbers. Check them in that order, and keep the original file until you know whether the report was rejected, accepted with warnings, or never reached a reviewer.
The report is attached to the wrong reporting period.
Check first
- Compare the period end date with the dates in the source report.
- Check whether a report for that franchise and period was already submitted.
- Confirm the selected franchise is the location named in the file.
Next action
Stop, go back to the right period, and upload the file once the franchise and dates match. Add a note about the wrong attempt instead of quietly replacing the file.
Confirm the result
The report shows the right franchise, period end date, and file name, with only one current submission.
The file is rejected before any numbers appear.
Check first
- Read the full upload message and note whether it points to the file type, columns, headers, or size.
- Open a copy of the file and confirm the expected columns are in the first row.
- Check that numbers and dates use one consistent format, with no text mixed in.
Next action
Save a clean Excel or CSV copy, remove extra header rows and unused columns, and fix the problem the message names. Keep the original unchanged so you can compare the two if the clean copy is still rejected.
Confirm the result
The upload shows a report status or the parsed numbers, and the accepted file is saved with the period.
The report uploads but stays in a warning or calculating state.
Check first
- Open each warning and find the row or field it refers to.
- Compare that value with the source report instead of fixing the total by hand.
- Check whether the warning would change the amount used for billing.
Next action
Fix the source value or write down why the warning is acceptable, then recalculate or send the report to the reviewer. Do not submit past a warning without recording the decision.
Confirm the result
The report shows a finished calculation or a reviewer decision, and each changed value or accepted warning traces back to the source file.
The uploader sees success, but the reviewer cannot find the report.
Check first
- Search with the same franchise, period, and status filters the reviewer is using.
- Check whether the upload is still a draft that the review list hides.
- Confirm the uploader and reviewer both have access to that franchise.
Next action
Leave the report in its current status, fix the filters or access, and tell the reviewer which report it is. If only the uploader can see it, ask an admin to fix access instead of uploading a duplicate.
Confirm the result
The reviewer can open the same report and see its period, file, status, and latest calculation.
When you need to hand it on
- Note the period, franchise, file name, exact upload message, and time of the attempt.
- Keep the original file and the cleaned copy together so someone can compare them.
- Ask the reporting owner whether a warning is acceptable before billing uses the numbers.
Link to the record instead of copying passwords or unrelated personal details into your note.
A situation to work through
A franchise uploads a spreadsheet for the period ending June 30, but the workbook shows a later date. Hold the submission, confirm which period the file covers, and attach the corrected file to that period.
Check that the file matches the period end date, and settle every warning before you submit.
This is a planning example, not a customer result.
How should franchise teams submit sales reports?
Open the reporting period that is due, check its end date, upload the current report, look at any warnings, and submit when the numbers are right. Your franchisor sees the same report and its status.
Put the workflow into practice
In Granite, each franchise uploads its sales report to the period that is due, and your team sees every missing, late and submitted report.
Set it up in Granite with your own franchises, reporting periods and billing rules.