Overview of Employee Activity

This report will provide you with a breakdown of employee activities within your CRM.

In order to view this report, go to Reports>Employee Activity. Please notice that you can click on the down arrow in the search bar to view advanced searching options. Advanced Searching allows you to search for employee activities by date range, user Id, and name.  To provide you with more flexibility with your data, please notice that you will have the option to export the CSV file if you need to.

Also, you are able to change the report view by clicking on the view by drop down field located next to the search bar. The following provides an illustration and description of each drop down field:


View by Employee

The view by employee allows you to see the count of activities by employee based on the search criteria that is selected; you will need to click on the count that is next to each employee in order to view order Id’s and specific activities pertaining to each employee.

 Employee_Activity_Report_Employee_View.png

 

View by Activity

The view by activity allows you see the count of specific activities performed by all employees based on the search criteria that is selected; you will need to click on the count that is next to each activity in order to view the order Id’s and employees that pertain to each specific activity.

Employee_Activity_Report_Activity_View.png

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