Click on the Reporting icon in your left toolbar In the dropdown list of reports you’ll see on the left, click into the Team Activity Report to explore.
Your Team Activity Report will list all team members and display the following data:
Logins
Manual leads added
Leads assigned
Notes added
Tasks added
Tasks completed
Checklists completed
Emails sent (all emails, not just to new leads)
SMS sent (all)
WhatsApp sent (all)
Report Refresh: Your report will state when it was last refreshed at the top right next to your Export button.
For example it will say something like:
Last refreshed: 7 minutes ago
Available filters include: Lead source, Box, Channel, and Label.
Click on “Add Filter” Select the filter you want applied, like Sources
The Filter’s options will appear next to “Add Filter”, select the specific filter within the category you chose. You can choose as many as you want.
Click “Apply Filter” button on the right and your filter will apply to your report, when you’re done simply click on the red “Clear Filter” button that appears once you’re in a filtered view.
Click on “Date: Last 3 months”, the default time is Year to Date Select the date you want applied as follows:
1. Date range -
Options include: Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Month To Date, Week To Date, Quarter To Date, Year To Date, Last Week, Last Month, Last 3 Months, Last 6 Months, and All Time
2. Starting - Choose a date
3. Ending - Choose a date
Click the “Apply” button
Click on the top Export button to export your Team Activity report.
If any filters are active, your exported report will only reflect the data you’ve chosen.
Your Team Activity Report will be filtered by the filter you’ve chosen.
You can export into .csv & .xlsx formats
