How to download performance reports?
To download performance reports, you must have some reports configured in your account.
To download the report in an excel form. follow these steps:
- From left Navigation Menu, go to Reports & Analysis and choose General Reports
- Click on Config button on any Report card under PERFORMANCE REPORT tab.
- Choose required parameters like Territories, Workflow States and Users.
- Choose a specific time range
- Click on Export to download report in Excel format
- Click on set as Favorite to directly access performance report from Download button in future.