Sample Report: Sales Activities

This example Report shows active your Sales staff has been, build this Report to show how many of each type of Activity was performed. Be sure to save this Report for future use once you have all your options selected. See Related Articles below for how to save a Report.

Report of sales activity

  1. Go to Reports > +Create.
  2. Choose your Time Selection and Reporting Date.
  3. Click the ... to the right of Measure to choose:
    Subject Area: Job Activity
    Measure: Number of Job Activities
    by Time Field: Activity Date.
  4. Click the + to the right of Filters.
    Filter Type: Activity 
    Activity Field: Activity Type
    Choose your sales Activities.
    Report criteria for sales activity
  5. Click the + to the right of Display Fields.
    Choose Activity Type to have the report broken up by Type.
  6. Click Save.
    Add Display Fields to a report
  7. Click Apply.

Optional: You can add Activity Assignee as a Display Field to show how many of each Activity type were performed by each employee

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