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How to view & download Target Reports Period Wise?

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

To view& download this report, follow these steps:

  1. In your web console, go to the ANALYSIS module and choose the Target Reports
  2. Under the Target Report, you can choose the Period wise target report by clicking on the View.
  3. A configuration page will appear.
  4. Select the Supervisor and then choose the "By Territory" option if you want to see the report based on territories or you can choose the report "By user" if you want to see the reports based on Users.
  5.  Select the Activity and then hierarchy accordingly.
  6. Afterwards, select User, Goal, and Occurrence by selecting the option "By Goal" or you can select the "By Target" to view reports target-wise.
  7. Finally click on Submit.
  8. Report data will be visible on the screen.
  9. Click the Export option from the upper right corner.
  10. Your report will get downloaded in excel form.
  11. Also, you can get the graph of the report by clicking on the graph icon in the upper right corner.