Page tree
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

This report gives you an overview into all of your users’ activities.  See the totals of Emails, Meetings, and Calls and use the filters to select a time frame and/or specific users.  The Activity Details table at the bottom highlights key activity information and is exportable via .CSV Excel file.  Filtering options included:

  1. Created Time – See when all activities were created
  2. Start Date and Time – See all activities starting at a certain time (emails not affected)
  3. End Date and Time – See when all activities were completed (emails not affected)
  4. Type – Choose a specific activity type
  5. Classification – Narrow into a specific activity classification (Demo, External Meeting, etc.)
  6. Owner – Choose one or multiple owners’ of activities

  • No labels