How to generate a report on Employee’s Activities in the Employees app?

Updated on February 25, 2022 07:31AM by Admin

The Employees App is most likely also a component of human resource management practices. By using this app, employees will have access to all business apps based on the privileges provided to them. The employees' app can also provide you the ability to generate a report of your employees and their activities, which helps you to estimate the efficiency of your employees.

Steps to generate a report on Employee Activities:

  • Log in and access the Employees app from the universal menu bar.
  • Click on the Reports icon.
Employees- Report icon
  • Click on the Employees Activities in the left navigation panel.
  • The reports can be extracted by providing the following information:
    • App – Select an app name from a predefined list, such as contacts, leads, customers, etc.
    • Employee – Select an employee from a predefined list.
    • Activity Type – Select a type from a predefined list, such as appointment, call log, etc.
    • Start Date – Start date.
    • End Date – End date.
    • Modified from - Modified from date.
    • Modified to - Modified to date.
Activities page
  • For instance, let’s consider generating the reports on all employees for the Event activity.
  • Select All in Employee dropdown activities and the Activity as Event.
All and Event
  • Click on the View Report button and the reports will be generated as shown below.
All employee report
  • You can reset the given values by using Reset Button.
  • You can export the reports in XLS format, by clicking on the Export button.
Reset and Export