1. Sellora AI Platform User Manual
Sellora Manual
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  1. Sellora AI Platform User Manual

Reports

Report#

The Reports section in Sellora AI allows you to generate and review reports across your Sales Manager data.
Access it from Sales Manager → Reports.
Screenshot 2026-08-21 at 18.05.56.png

Reports Page#

When no reports exist, the page displays No reports yet. Select Create report to create your first report.
After reports are created, the page displays:
Report -- report name
People -- number of people included
Created -- creation date and time
Status -- current report status
Actions -- available report actions
Use Search reports to find an existing report.

Create a Report#

Screenshot 2026-08-21 at 18.07.57.png
Select Create report. The workflow contains two stages:
Screenshot 2026-08-21 at 18.08.35.png
1.
Template
2.
People

Step 1: Template#

Choose a report template.

Australian Number Washed History Report#

The available template shown is Australian number washed history
report.
Screenshot 2026-08-21 at 18.09.18.png
It provides the Do Not Call Registry wash history and call-eligibility
timeline for the selected people.
Select the template and then select Next: Select people.
Note: Available report templates may depend on the reporting
options available in your Sellora AI workspace.

Step 2: People#

Select the people to include in the report.
Screenshot 2026-08-21 at 18.09.45.png

Report Name#

The Report name field is required. Sellora AI can populate the name based on the selected template. Review the name before creating the
report.
Screenshot 2026-08-21 at 18.10.53.png

Search and Select People#

Use Search people to find a specific contact.
Screenshot 2026-08-21 at 18.12.26.png
Each person can display:
Name
Role
Company
Select the checkbox beside each required person. The interface shows how
many people are selected.
Use Select all if you want to include all available people.
When finished, select Create report.
Select Back if you need to return to the Template step.

Review Created Reports#

After creation, the report appears on the Reports page.
Screenshot 2026-08-21 at 18.14.16.png
A report record shows its name, number of people, created date and time,status, and available actions.
A successfully generated report can display the status Ready.

Report Actions#

Select the More options (...) menu in the Actions column.
Available options include:
View
Export to PDF
Delete

View#

Screenshot 2026-08-21 at 18.12.52.png
Select View to open and review the generated report.
Screenshot 2026-08-21 at 18.14.50.png

Export to PDF#

Screenshot 2026-08-21 at 18.15.38.png
To export a report:
1.
Locate the report.
2.
Select More options (...).
3.
Select Export to PDF.
Sellora AI generates the report in PDF format for export.

Delete#

Screenshot 2026-08-21 at 18.16.16.png
To delete a report:
1.
Locate the report.
2.
Select More options (...).
3.
Select Delete.
Screenshot 2026-08-21 at 18.17.01.png
4.
Review the confirmation message.
5.
Select Delete report.
Select Cancel if you do not want to delete it.
Important: A deleted report is permanently removed and the action
cannot be undone.

Report Workflow Summary#

1.
Open Sales Manager → Reports.
2.
Select Create report.
3.
Select the required template.
4.
Select Next: Select people.
5.
Review or enter the Report name.
6.
Select the people to include.
7.
Select Create report.
8.
Wait for the report to show Ready.
9.
Use Actions to View, Export to PDF, or Delete the
report.

Australian Number Washed History Report#

The Australian number washed history report provides the Do Not
Call Registry wash history and call-eligibility timeline for selected
people.
To generate it:
1.
Select Australian number washed history report.
2.
Select Next: Select people.
3.
Choose the required people.
4.
Select Create report.
5.
Once the status is Ready, use the Actions menu to view or export
the report.
Important: Select the correct people before creating the report so
the generated report contains the intended contact records.
Modified at 2026-08-21 12:48:49
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