Activity Reports
Activity reports help you track and analyze team activities, appointments, and follow-ups across your organization.
Available Reports
Activity Summary
View detailed breakdowns of all logged activities with filtering by date, assigned user, consultant, department, and activity team. Track completed, open, cancelled, or all activities.
Key Benefits
- Team Oversight: Monitor activity levels across the organization
- Follow-up Tracking: Ensure timely client communication
- Performance Analysis: Measure team engagement and productivity
- Workload Balancing: Identify capacity and distribution issues
Common Use Cases
- Daily Management: Review today's scheduled activities
- Weekly Reviews: Analyze completed vs planned activities
- Team Meetings: Prepare activity summaries for discussions
- Performance Reviews: Track individual activity metrics