Create & edit a output report

Create & edit a output report

Create an output report by following these reports:

  1. From URVA home page, go to Performance reports under Analysis.
  2. On Performance reports screen, click on + icon.
  3. Under General step, Choose required steps like Name for report, description and activity.
  4. Click on '+'  icon to add a new field.
  5. Give a label, operation and format for a field.
  6. Click on  settings ' '  icon to configure its properties.
  7. Choose Type of field and field name, Click on + icon to specify any condition.
  8. Click on Next to choose a field to Group records.
  9. Click on next to choose roles to which this report will assign.
  10. Click on Create to save report.


    • Related Articles

    • View & download performance reports

      Performance reports are basically the reports of tasks done in Urva. All the data that you have collected via Urva app, you can view and download in an excel report. You must have some reports configured in your account. View & download performance ...
    • View & download Target Report-User wise

      Users can view and download the target report based on the users: View or download this report by following these steps: From URVA home page, go to Targets Reports under the Analysis. Click on View and choose the User-wise target report. A pop-up ...
    • View & download Target Reports Period Wise

      A manager can view the Targets Reports (Period Wise Report) of field users in a single report. Keeping track of targets achieved by the team is one of the major tasks for a manager. URVA helps you in analyzing the target reports to take better ...