Reports
Activity Log Report
The Activity Log Report provides a weekly breakdown of your key business activities, including pop-bys, calls, and notes, helping you track and analyze your engagement with clients and prospects.
Overview
The Activity Log Report organizes your business activities into weekly segments, providing a clear view of your engagement metrics including pop-bys, phone calls, and notes. This helps you maintain consistent client contact and track your business development efforts.
Key Benefits:
Key Features
Weekly Organization
Activities grouped by week for easy tracking
Export Options
Download reports in PDF or CSV format
Activity Categories
Track pop-bys, calls, and notes separately
Date Range Selection
Filter activities by custom date ranges
How to Use the Activity Log Report
Navigate to the Reports section and select "Activity Log"
Set your desired start and end dates using the date pickers
Review the weekly breakdown of your activities
Analyze your engagement patterns across different weeks
Use the "Download PDF" or "Download CSV" buttons to export the report
Tips for Using the Activity Log Report
Review weekly to maintain consistent activity
Track activity patterns over time
Use data to set activity goals
Identify weeks needing more engagement
Need Help?
If you need assistance with the Activity Log Report or have questions about tracking your activities, please contact our support team.