Recent Articles
Forecast Activity Form
The Forecast Activity Form enables users to plan and record expected product demand for specific doctors across upcoming months. This helps in proactive planning, better inventory alignment, and improved sales visibility. From the Hello Screen, open ...
CRM Activity – Incentive Capture Flow
The CRM Activity flow enables users to record product-level incentive details. This ensures that all relevant information — including product, quantity, pricing, and incentive percentage — is captured in a single, streamlined process. CRM Activity ...
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 ...