How do I generate list of opportunities activity report?

Updated on November 29, 2017 10:10PM by Admin

Opportunities app has many standard reports. You can view all the activities associated with the opportunities assigned to your team or you using report option called "Opportunities Activities".

Lets have a quick look.

Steps to Generate List of Opportunities Activities

  1. Log in and access Opportunities App from your universal navigation menu bar. 
  2. Click on "Reports" icon located at the app header bar.
    Reports
  3. Click on “Opportunities Activities” in from left navigation panel.
    opportunity
  4. Provide the following information:
    • App - Name of an app. Select an app (or) "All" apps to view activities associated. For instance: All
    • Employees - Name of an employee. Select an employee (or) "All" employees to view activity assigned to them. For instance: All
    • Opportunity Name - Name of an opportunity. Select an opportunity (or) "All" opportunities to view their activities associated. 
    • Activity Type - Choose an activity type (or) select "All" to view activities. For instance: All
    • Start Date - Start date.
    • End Date - End date.
      Activities Report
  5. Click on “View Report” button to view the report in the dashboard.
  6. Click on “Export” button to view reports in a spreadsheet.

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