Shared guide

How to create custom reports

Step-by-step guide covering: Click Insights; Click Create; Click Report; Click Activity.

victoriaworkflowsvictoriaworkflows
·16 steps·9 views·Published
Step-by-step Guide16 steps

  1. Click Insights

    Click Insights
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  2. Click Create

    Click Create
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  3. Click Report

    Click Report
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  4. Click Activity

    Click Activity
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  5. Click How many activities were added, completed or planned?

    Click How many activities were added, completed or planned?
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  6. Click Continue

    Click Continue
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  7. Click This month

    Click This month
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  8. Click This week

    Click This week
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  9. Click Add filter

    Click Add filter
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  10. Click Assigned to user

    Click Assigned to user
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  11. Click Kayla D

    Click Kayla D
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  12. Click Victoria A

    Click Victoria A
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  13. Click on "Click here."

    Click on "Click here."
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  14. Type "New activity report Victoria A" in New activity report

  15. Click Save

    Click Save
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  16. Click Save

    Click Save
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