Accessing the Report
From the left-hand navigation panel, click Reports.
Select Activity List.
You’ll be taken to the Activity List Report page.
About This Report
The Activity List displays every tracked action taken in your account, including:
Emails Sent
Documents and Proposals Sent
Invoices Created or Sent
Bookings and Tasks Updates
Any other logged communications or system events
Each row in the table includes:
Title — The subject or description of the activity.
Created At — The exact date and time of the action.
Type / Sub-Type — The category of the activity (e.g., Document Sent, Email Sent, Proposal, Contract).
User — The team member who performed the action.
Account, Contact, and Booking — The related records associated with the activity.
Filtering Results
Use Add Filter at the top of the report to refine your data.
You can filter by:
Date Range (Created At)
User (team member who completed the action)
Activity Type (e.g., Emails, Documents, or Invoices)
Account or Contact Name
💡 Tip: Combine multiple filters to isolate specific actions — for example, “Emails sent by USER NAME this week.”
Customizing Columns
Click the Columns icon to show or hide columns and adjust the table to your preferred view.
Saving a Custom View
Once you’ve applied filters and arranged your columns:
Click Save View.
Name your custom report (e.g., “Emails Sent This Month”).
Saved Views allow you to quickly return to specific reporting setups without reapplying filters each time.
Exporting the Report
To download a copy of your activity data:
Click the Export button in the top-right corner.
Select your preferred format (typically CSV or Excel).
The exported file will include all visible columns and applied filters.
Best Practices
💡 Use the Activity List regularly to track your team’s communication volume and ensure follow-ups are being completed.
💡 Save Views for common use cases like “This Month’s Sent Proposals” or “All Invoices Sent by User.”
💡 Export data for performance reporting or cross-departmental sharing.
