Activities Reports

Tracking your activities

The activity reports allow to track what activities your account is creating, allowing you to see where you and your staff is spending the most time on.

To get to the Activity Reports:

  • Click the ellipses ( ) on your Activities App and choose Reports.

This will take you to the Activity Reports screen. There are two types of reports you can get: visible charts, and print reports.

Activity Filtering

Within each chart or report, you can filter which activities are included.

  • Status Type - you can choose to have the reports display: 
    • All the activities
    • only activities that are Pending
    • only activities that are Completed
  • User - you can choose to have the reports display:
    • Shared - all activities you have permission to see
    • Specific User - activities belonging to a specific Method user if you have permission to view their activities
  • Range - from the dropdown, you can choose to have the reports display only activities from a particular time period

Charts - Activities by Type

The Activities by Type bar chart will sort the activities into their respective activity types, and display it as a bar graph. By mousing over each bar, you can find the exact number of activities categorized as that specific type.

In the above example, we can see there are ten activities which have been typed as Phone Call Incoming. 

If you click on a bar, a grid will open up below listing all the activities that make up that bar. You can then view that activity from the grid to get further details.


Charts - Activities by User

The Activities by User bar chart will sort the activities by whom the activity was assigned to, and display it as a bar graph. By mousing over each bar, you can find the exact number of activities categorized as that specific type.

 

In the above example, we can see there are twenty-six activities which have been assigned to Mary.

If you click on a bar, a grid will open up below listing all the activities that make up that bar. You can then view that activity from the grid to get further details.


Charts - Activities by Type of Contact

The Activities by Type of Contact pie chart will sort the activities by the contact type. A contact may belong to a Customer, or a Vendor, or an Employee. By mousing over each slice, you can find the exact number of activities categorized as that specific type.

In the above example, we can see there are forty-two activities, all of which have been created for a contact associated to a customer.

If you click on a slice, a grid will open up below listing all the activities that make up that slice. You can then view that activity from the grid to get further details.


Print Reports

The Activity Reports page also allows you to create printable reports via a pdf document. You can also export the results to excel. 

The following reports you can print out are:

  • Activities List - This lists your activities in a grid. The following columns are shown: 
    • Contact Name
    • Activity Type
    • Status
    • Priority
    • Assigned To
    • Due Date
  • Activity List by Assigned To - This lists all your activities in a grid, but grouped by Assigned To. The following columns are shown:
    • Contact Name
    • Activity Type
    • Priority
    • Status
    • Due Date
  • Activity List by Assigned To - This lists all your activities in a grid, but grouped by Contact. The following columns are shown:
    • Activity Type
    • Status
    • Priority
    • Assigned To
    • Due Date
  • Activity List by Status - This lists all your activities in a grid, but grouped by Status. The following columns are shown:
    • Contact Name
    • Activity Type
    • Priority
    • Assigned To
    • Due Date
  • Activity List by Type - This lists all your activities in a grid, but grouped by Type. The following columns are shown:
    • Contact Name
    • Assigned To
    • Priority
    • Status
    • Due Date
  • Activity List with Comments - This lists all your activities in a grid that have a comment. The comment will also be shown within the grid. The following columns are shown:
    • Contact Name
    • Activity Type
    • Status
    • Priority
    • Assigned To
    • Due Date

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