Target Report

How to download Area Report?

Let us know how can you download expense report of an user:
  1. From Navigation Menu, go to Reports & Analysis and choose General reports
  2. Under Expense Report tab Choose Area Report and select the expense report.
  3. Select activity, territory and users to view report.
  4. Now select File Name and Time Period for which you want to fetch report.
  5. After selecting all the parameters, click Submit.
  6. Area report will be displayed on your screen.
  7. Click on download icon and report will be downloading in an excel.

How to view & download Target Reports Period Wise?

A web user can view Targets Reports Period Wise Report of field users in one single report.

To view& download this report, follow these steps:

  1. Go to Reports & Analysis module from Navigation Menu.
  2. Under the General Report, you can choose the Targets Reports Period Wise report.
  3. A side window will appear. Check Territory wise if you want to see the report based on territories.
  4.  Select Level and Territory.
  5. Afterwards, select User, Goal and Occurrence.
  6. Select Time Period under Views field for the report to be downloaded.
  7. Finally click on Submit.
  8. Report data will be visible on the screen.
  9. Click Export option from upper right corner.
  10. Your report will get downloaded in an excel form.
  11. Also, you can change the view of report by clicking on upper right corner.

How to view & download Target Report User wise?

Web user can view and download the target report based on users.

To view& download this report, follow these steps:

  1. Click on the General Reports module from Navigation Menu.
  2. Under the User Report, you can choose the Targets Reports User Wise report.
  3. A side window will appear. Select Goal and Occurrence.
  4. Check Territory wise if you want to see the report based on territories.
  5.  Select Level and Territory.
  6. Select Users for the report to be downloaded.
  7. Finally click on Submit.
  8. Report data will be visible on the screen.
  9. Click Export option from upper right corner.
  10. Your report will get downloaded in an excel form.
  11. Also, you can change the view of report by clicking on upper right corner.


How to view report of target/ goals for an area in FeetPort web?

Web user can create goals and assign it to field users. Afterwards, web user can view the achieved goals & targets in a graph form report. 

To view this report, follow these steps:

  1. Go to Reports & Analysis module from Navigation Menu.
  2. Under the Target Report, you can choose the Goals Visualization for Area report.
  3. Select Goals from the list and Occurrence.
  4. You can also change the graphical view of the data by selecting various graphs from the list like bar graph, pie charts and donut charts etc.

How to view target/ goals report based on users in FeetPort web?

Web user can view the goals achieved as per users selection separately in FeetPort. The data is re-presentated on the bases of selected users. In this way, web user can evaluate and compare performance of users.

To view this report, follow these steps:

  1. Go to Reports & Analysis module from Navigation Menu.
  2. Under the Target Report, you can choose the Goals Visualization for User report.
  3. Select Goals from the list and Occurrence.
  4. Also, under Settings option you can segments to view data.