Exporting Representatives' Performance to Excel / Pdf

The Representatives’ performance data can be exported to an Excel file or to a Pdf file, for external processing. Proceed as follows:

  1. Click on the Performance tab (1) in the Organization module
  2. Click on the managers (or Representative, depending on the requested data) name (2) to display the performance data
  3. Export the data to an Excel file by clicking on button  (3)
  4. Export the data to a Pdf file by clicking on button  (4). 



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