How do I Generate List of Employees Activity by Period?

Updated on February 6, 2017 08:37PM by Admin

You can able to view the activities of an employee for specified period using "Reports" feature.

  • Access "Reports"image result for reports icon from universal navigation menu bar.
  • Click on “Employees Activities” from the "General Reports" dropdown. 
  • Provide report attributes as per your need.
    • Activity type - Appointments, Call log, Email, Follow up, Tasks, All (Comprises of all above activities)
    • Start Date - Start date of a period.
    • End Date - End date of a period.
  • Click on “View Report” button to view activities report on the dashboard. 
  • If you want to export the activities, pick on “Export” button to view result in spreadsheet format.

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