How to generate an activity report and create a recurring email with the report attached
Activity Reports are available to every user on Sales Pro and Accelerate plans. To get a report on all of you notes, task and various activity types for any selected time frame, follow these simple steps.
Generate the Report
- Log in to your Web Portal and go to your Dashboard.
- Click Activity Report in the top right.
- Click Filters
and select the Start Date. If you do not put an end date, it will automatically assign it as the current day. - Hit Run
, and it will generate the report based on the filters selected.
- Hit Export Excel
on the bottom right, and select Download Report to export the full report.
If you're using Tags for your notes, they will be part of your report and show up as individual entries. You can export individual reports for the tags, tasks and notes by hitting the button 
in the top right of every instance.
Only Admin Users and Team Leaders can generate reports for other Users.
Create Email
- Hit Export Excel on the bottom right, and select Send Email.
- Set up the Recurring Email. Choose the recepients for the email in the "To:" box. Set up the Frequency and the Start Date.
- Hit Save
and you will receive the email at 5 PM EST.