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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:

  1. From left Navigation Menu, go to Reports & Analysis and choose General Reports
  2. Click on Config button on any Report card under PERFORMANCE REPORT tab.
  3. Choose required parameters like Territories, Workflow States and Users.
  4. Choose a specific time range
  5. Click on Export to download report in Excel format
  6. Click on set as Favorite to directly access performance report from Download button in future.

 

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