The Activity List Report provides a simplified timeline of actions taken in Event Temple. It includes key data points such as when an activity was created, the type of activity (e.g. email or document sent), the user who performed it, and the related account, contact, and booking.
This report is most helpful for getting a quick overview of who did what and when—especially when filtering for a specific contact, account, or booking.
Included Columns:
Created At – Date and time the activity was logged.
Type – General category of activity (e.g. Email Sent, Document Sent).
Sub-Type – More specific context (e.g. Contract).
Title – The subject line or label given to the action.
User – The person who completed the activity.
Account – The associated account.
Contact – The specific contact tied to the activity.
Booking – The relevant booking record.
How to Use the Activity List Report:
Click Reports in the left-hand menu.
Select Activity List.
Apply filters to narrow down your view (e.g. by date, user, contact, etc.).
Add or remove columns as needed.
Click Save Report to name and store your view.
Export the report as needed (CSV, HTML, or PDF formats).
⚠ Important Limitations:
No Content Preview: The report does not display the body of emails or documents—only the subject/title.
No Status Tracking: You won’t see whether an email was opened, clicked, or bounced.
No Totals or Analytics: There’s no roll-up summary for activity counts or productivity stats.
No Audit Trail: The report is not an audit log and won’t reflect all changes or edits made in the system.
Emails Only Logged If Sent from Event Temple: If an email is sent from an external inbox—even if synced into ET—it won’t appear in this report.
Tip: If you’re looking for actionable metrics or task completion tracking, consider using the Task List or Task Productivity reports instead.