Sample Report: Activity Details

Most of the time, a Job View or Calendar View is sufficient to show information about Activities. Sometimes, the additional power and flexibility that Reports provide are needed. Here are the details of creating a Report showing Activity Details.

Creating your Activity Report

1. Go to Reports > +Create.
2. Choose your Time Selection and Reporting Date.
3. Click the  "..." button to the right of the Measure box.
   Subject Area: Job Activity
   Measure: Number of Job Activities
   by Time Field: Activity Date
4. Press the + to the right of Display Fields to choose appropriate Job Activity (and Job) fields.
5. Click Save and then Apply to see the Report.
6. To save your Report see Related Articles.

Adding Filters to your Report

There are many ways to filter your report information.  To add a filter press the + icon to the right of Filters.

For example, you could add a filter for Process to see only your Leads.

Another example, you could add a filter to see only one Activity Type.