Best Practices – How to Use Activities Reports

Best Practices – How to Use Activities Reports

Activities Reports are a type of report found in the Reports workspace, that provides information about the activities in your CRM.

For general information about the Reports workspace and building reports there, see these articles: https://billgoodmarketing.zohodesk.com/portal/en/kb/gorilla-5/reports/ad-hoc-reports .

Review those articles before continuing if you need to refresh your memory on the Reports workspace.

The default activities report that is in your G5 is “Activities To Do – 7 Days” which shows you details about all activities coming up in the next 7 days.

That report already has all the fields you need for most activities reports. The Best Practice is to make a copy of that report. Then edit it to provide the information you need.

You can:

  • Add or remove any additional fields you want reported.
  • Change, add, or remove filters to more precisely target the activities you want reports on. For example, if you wanted a report on a specific user’s activities, you could add the “Assign To→Full Name” filter and specify that user’s name.

If you create a new Activities Report that you will use again in the future, you can give it a new name and save it as a new report.


    • Related Articles

    • Best Practices – List Segmentation

      Target Marketing is a vital part of the practices taught by the Bill Good Marketing System. The rule is that you should send every client and prospect something they might be interested in each month. List segmentation is vital for doing this. The ...

    • Reports workspace

      The Reports workspace lists all the ad hoc reports you have access to, and all the dashboards that you created. Use this workspace to view, add, edit, or delete reports and dashboards. The Reports workspace consists of the My Reports, All Reports, My ...

    • Modifying Reports

      If you have permission to edit a report, you can do so by clicking the Edit Report button in two places: Inside the Reports workspace, when hovering over the report, click the pencil icon on the right. Inside a report, click the pencil icon on the ...

    • Cloning reports

      You can clone a report as a base to build another report. You can use this feature, for example, to build the same report with two different summary or visualization representations. To clone a report: Hover over the report in the reports data table ...

    • Schedule Reports

      Schedule reports display data collected from the Schedule workspace. Using schedule reports, you can generate reports for one or more users and their scheduled items and events. Four different schedule reports are available: Briefing Book - Captures ...