The report shows a list of activities in the system. The Activity List Report displays the Create At date, activity type, contact, account, and booking activities.
Use the report to view activities for a specific account or contact.
Rearrange the reporting filters to view the activities based on the individual options.
How to Use the Activity List Report
Click on Report in the side navigation
Click on Task List
Select Filters
Remove or add Columns
Click Save Report
Enter Report Name
Click Save
Click Export As (CSV, HTML or PDF)
Important Considerations
The Activity List Report does not offer a total summary of activities completed in the system.
Reference the Task List report or the Task Productivity report to view the goal-related activity total summary.
Additional Information