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Using the Activity report

Learn how to report on your activity here:

  • Find the Activity report in the navigation bar under the Reports tab.
  • The Activity report will list activity from the past week, including new contacts, saved notes, completed tasks, past events, logged emails, and pipeline updates.
  • Select “Date range” in the “Sort and filter” section on the left to view a different date range.
  • On multi-user accounts, select “Assigned user” in the “Sort and filter” section on the left to view activity of one or more users.
  • Select “Activity type” in the “Sort and filter” section on the left to view only one type of activity.
  • Combine any of the above filters to view specific activity reports.
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Keywords:
Entries, entry, list, check up
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