.png?height=120&name=iVvy%202021%20-%20logo%20Green%20(1).png)
Use the 'Group Reporting' section to access data across multiple properties and learn about your filtering and column options within the 'Detailed Sales Activity Report'
The Detailed Sales Activity Report will give you a detailed overview of the activities completed by your team over a set period of time.
Find out more about Activities and the Activity Calendar.
You are able to apply the following filters and show/hide each column to find the data set required.
Filters
|
Start Date |
End Date |
Team Member |
Activity Purpose Type |
|
Activity Purpose |
|
|
|
Columns
|
Activity Name |
Starting Date |
Ending Date |
Account |
|
Type |
Purpose |
Purpose Type |
Opportunity Name |
|
Event Name |
Event Start Date |
Event End Date |
Company Name |
|
Company Phone |
Contact Name |
Contact Phone |
Contact Email |
|
Team Member |
Location |
Created Date |
Modified Date |
|
Description Text |
Description |
|
|
Exporting/ Printing your Report
Once you have adjusted your Set Columns the report can be printed or exported by clicking the Export or Print Page button located on the top right hand side at the table.