Knowledge Base
Getting Started
Support Manuals related to login and account set-up
Tasks
View tasks done by your teams and yourself in one place
Calendar
View presence, beat planning, meetings, reminders in a calendar to manage your day.
Files
Upload files and share with your teammates.
Upload History
Check history of files uploaded.
Downlaod
Check history of files downloaded from URVA.
Beat Plan
Create and assign beat plans for team journey planning.
Goals
Set goals for your teams, over a time period and make changes
Location Analytics
View location history of your team and make informed decisions
People
View customers, modify stages, view interactions and more
Products
One place to manage all your products
Process
Use your organizational reports & other data from here inside dashboards
Advanced Reports
View your customly designed reports, export them, slice them
User Reports
Support Docs for user reports
Call Reports
Reports of all calls done between customers and users
User
Create, view & edit users, manage their profiles and more
Roles
Create roles
User Groups
Bulk assign activities, contacts to users through groups
Subscribers
Create subscribers to share information with non-users
Admin Settings
Simplify software management and configuration with our comprehensive Admin Settings module, empowering users to seamlessly perform background configurations.
URVA Connect
Support Docs related to URVA Connect
FAQs
Support Docs for Frequently asked questions
Whitelabelled Apps
Documents related to client specific docs
Internal Process Documents
Documents related to internal processes
Dashboard
Support Docs related to Dashboard
Collections
Support Manual related to all 4 types of collections
Build Updates
Docs related to build updates
Customer Relationships
Help Docs related to "Customer Relationships" module.
Campaign
Help Docs related to Campaign
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Recent Articles
Export Dashboard Data from Advanced Reports
Export Dashboard Table: From the URVA Home Page, go to Advanced Reports Under Custom Reports, click the View option. The Dashboard screen will appear. Drill down to the data level you wish to export. Click the Download button on the bottom-right ...
Export Data from Advanced Reports' dashboard in URVA
Steps to Download Report: From the URVA Home Page, navigate to Advanced Report. Under the Custom section, click the View option for the report you want to open. Choose the desired time filter and drill down into the dashboard to the required data ...
Generate the User Log Report in URVA
Steps to Generate Report From the URVA Home Page, navigate to Users. Click the ellipsis (⋮) icon and select User Log Report. Choose the month for which the user logs need to be generated. Click Download. The data will automatically be downloaded as ...
View and download the custom dashboard
Follow the steps to download the drill-down report for the custom reports created in URVA; From home page, go to Advanced Reports. Under Custom, click on the View option against the report you want to view. Drill down through the report levels until ...
NFC & Bar Code Scanning
The Barcode and NFC Field Properties in URVA allow users to quickly capture and input data using their device’s camera or NFC-enabled phone. These features make data collection faster, more accurate, and completely touch-free — ideal for product ...
Support Manuals related to login and account set-up
Check history of files uploaded.
Check history of files downloaded from URVA.
Support Docs for Frequently asked questions
Documents related to client specific docs
Documents related to internal processes
Docs related to build updates
Help Docs related to "Customer Relationships" module.
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