Using the Activity report

Learn how to report on your activity here:

• Mouse over “Workspace” in the navigation bar and select “Activity report” on the right half of the menu.
• 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” under the “Filter” option in the upper right to view a different date range.
• On multi-user accounts, select “Assigned to” under the “Filter” option in the upper right to view activity of one or more users.
• Select “Activity type” under the “Filter” option in the upper right to view only selected activity types.
• Combine any of the above filters to view specific activity reports.