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