View & download Beat Plan reports in URVA Web

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 reports following these steps:

  1. From Urva home page, go to Analysis and click  Performance Reports.
  2. Click on Config button on any Report's card.
  3. Choose required parameters like Territories, Task Stages and Users for which you want to fetch report.
  4. Choose date as Modified date always to get the updated data.
  5. Choose time period.
  6. Finally, click on Submit button and the reports will be exported/ downloaded automatically.


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