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 decisions regarding the team.
To view or download this report, follow these steps:
From URVA home page, under the Analysis, Users will find Target Reports.
Under the Target Report, users can choose the Period wise target report by clicking on the View.
A configuration page will appear. Select the Supervisor and then choose the "By Territory" option if the user wants to see the report based on territories or you can choose the report "By user" if the user wants to see the reports based on Users.
Select the Activity and then hierarchy accordingly.
Afterward, select User, Goal, and Occurrence by selecting the option "By Goal" or the user can select "By Target" to view reports target-wise.
Finally, click on Submit.
Report data will be visible on the screen.
Click the Export option from the Bottom right corner.
The report will get downloaded in excel form.
Also, users can get the graph of the report by clicking on the graph icon in the upper right corner.
Related Articles
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 advanced reports
Advanced 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 advanced reports ...
View & download Beat Plan reports in URVA web
View & download Beat Plan Output reports: From the URVA home page, go to Beat Plan reports Under the BEAT PLAN REPORT tab Choose the report you want to view. Click on View or Download. ( You can either view the report first and download it or you can ...
View Usage Reports
URVA users can view the Usage reports by following the steps below; From URVA Homepage, go to the Dashboards in the top left corner. Under the Dashboard, go to the RM Audit Logs. Now "Usage Reports" will be visible. Users can open the hierarchy ...
Password Protection file
Users have the ability to encrypt reports when exporting them as Excel files. To protect the file with a password, please follow the steps below:- From the "URVA" home page, Click on the "Admin settings". Click on the "General Settings" under the ...