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.