Click the Reporting link
Selecting the Reporting link will take you to the dedicated reporting section, where you can view and analyze various metrics related to your tasks and meetings.
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Create a sales activity report in the reporting tool
Create a sales activity report in the reporting tool by navigating to the reports section, customizing your report parameters, and saving it with specific access settings for…
viktoriaCreate a sales activity report in the reporting tool by navigating to the reports section, customizing your report parameters, and saving it with specific access settings for future reference.
Step-by-step Guide11 steps
Click the Reports link
Clicking the Reports link will navigate you to the reports section, where you can view, analyze, and manage various reports related to your activities and performance.
Loading screenshot…100%Click the Create report button
This action will initiate the process to create a new report within your 'My reports' section. Follow the prompts to customize your report settings and data.
Loading screenshot…100%Click the Create report button
Clicking this button initiates the process to generate a new report, allowing you to customize the report parameters and select data to include.
Loading screenshot…100%Click the Search all templates field
Entering keywords in this field enables you to quickly locate specific report templates based on your criteria.
Loading screenshot…100%Type 'sales activity' in Search all templates
Input 'sales activity' in the search field to filter templates matching this term. This will help you quickly locate relevant reports related to sales activities.
Loading screenshot…100%Click the Activity Date dropdown
Select a specific date to filter the meetings booked with you. This will adjust the view to show only those meetings scheduled on the chosen date.
Loading screenshot…100%Click the Save report button
This action will save the current meeting report, preserving the selected activity date and related properties for future reference. Ensure all desired filters are applied before saving.
Loading screenshot…100%Click the Next button
Proceed to the next step in the report saving process, where you may add the report to a dashboard or finalize your settings.
Loading screenshot…100%Click the Save report button
After clicking 'Save', your report will be stored with the specified access settings, allowing you to control who can view or edit it based on your selection.
Loading screenshot…100%Click the Save button
This will save the report with the specified access settings as chosen in the prior options. Ensure that you have selected the appropriate access level for sharing the report.
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