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How to track activity reports

This how-to guide walks you through the step-by-step process of creating and custom-filters for an activity report, specifically for tracking the sales team’s activities.

victoriaworkflowsvictoriaworkflows
·15 steps·75 views·Published

This how-to guide walks you through the step-by-step process of creating and custom-filters for an activity report, specifically for tracking the sales team’s activities. By following these instructions, you'll learn to generate a detailed report that helps monitor status updates effectively.

Step-by-step Guide15 steps

  1. Click Create

    Click Create
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  2. Click Report

    Click Report
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  3. Click Activity

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

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

    Click Continue
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  6. Click open menu

    Click open menu
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  7. Click Team

    Click Team
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  8. Click Add filter

    Click Add filter
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  9. Click Status

    Click Status
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  10. Click select value

    Click select value
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  11. Click To do

    Click To do
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  12. Click on "Click here."

    Click on "Click here."
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  13. Type "Activity Report Sales Team" in New activity report

  14. Click Save

    Click Save
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  15. Click Save

    Click Save
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