Using the Activity report

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same.

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 selected activity types.
• Combine any of the above filters to view specific activity reports.