How to Generate Activities Summary Report in Leads App?

Updated on May 3, 2017 05:10AM by Admin

As a small business owner, you should never underestimate the power of reports. A report summary provides the decision makers an insight into the current market trends as well as the consumer behavior.

Here we are talking about the Summary of the Activity Report of the Leads. Activity report gives you the information about the open activities such status of the leads.
  • How many leads have been converted to opportunity,
  • Whether there has been new leads
  • Follow-ups
  • If any deal has been closed. 

An Activity report also shows which employee has been successful in converting the leads during a specific period.

Apptivo Leads App allows you to easily analyze your business data, and create insightful reports for making better decisions. It has many default standard options to generate reports. The summary of activities, Events, Call Logs, Tasks & Follow Ups, during a specific period can be generated by using this Activities Summary Report, under the General Reports section.

Steps to Generate Activities Summary Report

  1. Log in and access Leads App from universal navigation menu bar.
  2. Click on “More(...)” icon and select “Settings” located in the app header bar.
    leads settings
  3. Select “Reports” under “General” drop down.
  4. Enable the “Activities Summary Report” option by enabling the Toggle ON.
    enable activities summary report
  5. Now, click on “Reports” icon from the app header bar.
    click on reports icon
  6. The Reports dashboard will be displayed. Click on “Activities Summary Report” under “General Reports”.
    click on activities summary report
  7. Provide the following information to extract the report:
    • Employee - Select an employee from the list.
    • Since - Select the time period to generate summary of activities.
    • Industry - Select any preferred industry.
      view activities summary report
  8. Click on “View Report” button, to generate the report. The Activities Summary report will now be generated.
    activities summary report generated

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