The activity reports tracks what activities your account is creating, allowing you to see where you and your staff is spending the most time on.
Navigate to the Activity Reports
To get to the Activity Reports, click the vertical ellipses ( ⋮ ) on your Activities App and choose Reports.
This will take you to the Activity Reports screen. There are two types of reports you can get: visible Charts and Print Reports.
These will discussed below.
Filter Reports
Within each chart or report, you can filter which activities are included.
Status Type - you can choose to have the reports display:
All the activities
only activities that are Pending
only activities that are Completed
Assigned To - you can choose to have the reports display:
Shared - all activities you have permission to see
Specific User - activities belonging to a specific Method user if you have permission to view their activities
Range - from the dropdown, you can choose to have the reports display only activities from the following time periods:
This month
Last month
Next month
This year
Last year
Year to date
Custom - specify a date range
Charts - Activities by Type
The Activities by Type bar chart will sort the activities into their respective activity types, and display it as a bar graph. By mousing over each bar, you can find the exact number of activities categorized as that specific type.
In the above example, we can see there are ten activities which have been typed as Phone Call Incoming.
If you click on a bar, a grid will open up below listing all the activities that make up that bar. You can then view that activity from the grid to get further details.
Charts - Activities by User
The Activities by User bar chart will sort the activities by whom the activity was assigned to, and display it as a bar graph. By mousing over each bar, you can find the exact number of activities categorized as that specific type.
In the above example, we can see there are twenty-six activities which have been assigned to Mary.
If you click on a bar, a grid will open up below listing all the activities that make up that bar. You can then view that activity from the grid to get further details.
Charts - Activities by Type of Contact
The Activities by Type of Contact pie chart will sort the activities by the contact type. A contact may belong to a Customer, or a Vendor, or an Employee. By mousing over each slice, you can find the exact number of activities categorized as that specific type.
In the above example, we can see there are forty-two activities, all of which have been created for a contact associated to a customer.
If you click on a slice, a grid will open up below listing all the activities that make up that slice. You can then view that activity from the grid to get further details.
Activity Print Reports
The Activity Reports page also allows you to create printable reports via a pdf document. You can also export the results to Excel.
The following reports you can print out are:
Activities List - This lists your activities in a grid. The following columns are shown: Contact Name, Activity Type, Status, Priority, Assigned To, Due Date
Activity List by Assigned To - This lists all your activities in a grid, but grouped by Assigned To. The following columns are shown: Contact Name, Activity Type, Priority, Status, Due Date
Activity List by Contact - This lists all your activities in a grid, but grouped by Contact. The following columns are shown: Activity Type, Status, Priority, Assigned To, Due Date
Activity List by Status - This lists all your activities in a grid, but grouped by Status. The following columns are shown: Contact Name, Activity Type, Priority, Assigned To, Due Date
Activity List by Type - This lists all your activities in a grid, but grouped by Type. The following columns are shown: Contact Name, Assigned To, Priority, Status, Due Date
Activity List with Comments - This lists all your activities in a grid that have a comment. The comment will also be shown within the grid. The following columns are shown: Contact Name, Activity Type, Status, Priority, Assigned To, Due Date