Prospects⦁Reports

All Activity Report

The |All Activity Report| provides a daily summary of all prospect activities for each user. This includes phone calls, text messages, emails, and other forms of prospect communication. Activities can be viewed by day or month, and detailed information can be viewed for any specific day. To open the |All Activity Report|, follow the directions below.
  1. From the |Navigation Bar|, select |Prospects|.
  2. Select the |Reports| button.
  3. If necessary, scroll down to the |All Activity Report| section.
  4. Select |View Report|.
All Activity Report - OA Mobile
  1. A: Use the dropdown arrow to change the report type from |All Activity Report| to another report, such as |Live Status Report| or |Phone Call Report|.
  2. B: Use this dropdown arrow to switch the report to another OA Mobile user. The currently selected user is displayed to the left of the dropdown arrow.
  3. C: Use the Pages button to filter the report by spreadsheet pages.
  4. D: Use the |Monthly Reports| button to select a specific month and year for the |All Activity Report|.
  5. E: Use the |Last 28 Days| button to display report values for the previous 28 days.
  6. F: Displays color-coded daily activity values.
  7. G: Displays totals for the selected user, including appointments, calls made, calls received, texts sent, texts received, emails sent, emails received, tasks, and total activities.
The |All Activity Report| provides a daily summary of all prospect activities for each user. This includes phone calls, text messages, emails, and other forms of prospect communication. Activities can be viewed by day or month, and detailed information can be viewed for any specific day. To open the |All Activity Report|, follow the directions below.
  1. From the |Navigation Bar|, select |Prospects|.
  2. Select the |Reports| button.
  3. From the |All Activity Report| section, select |View Report|.
All Activity Report - OA Mobile
  1. A: Use the dropdown arrow to change the report type from |All Activity Report| to another report, such as |Live Status Report| or |Phone Call Report|.
  2. B: Use this dropdown arrow to switch the report to another OA Mobile user. The currently selected user is displayed to the left of the dropdown arrow.
  3. C: Use the Pages button to filter the report by spreadsheet pages.
  4. D: Use the |Monthly Reports| button to select a specific month and year for the |All Activity Report|.
  5. E: Use the |Last 28 Days| button to display report values for the previous 28 days.
  6. F: Displays color-coded daily activity values.
  7. G: Displays totals for the selected user, including appointments, calls made, calls received, texts sent, texts received, emails sent, emails received, tasks, and total activities.
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