The Representatives’ performance data can be exported to an Excel file or to a Pdf file, for external processing. Proceed as follows:
- Click on the Performance tab (1) in the Organization module
- Click on the managers (or Representative, depending on the requested data) name (2) to display the performance data
- Export the data to an Excel file by clicking on button (3)
- Export the data to a Pdf file by clicking on button (4).