08-29-2014 02:45 PM
I would like to track activity reports of my internal team using ACT!
Currently every employee has their email synced but we also create a New History for every phone call. How can I pull a report to see how many calls one of my Sales Staff has made this week? Is this possible?
I tried to use the Reports > Notes/History tool and selected only myself (and yes, I unchecked the box "Exlcude 'My Report'") but the data that resulted I know is inaccurate.
We are operating on Act! Premium Version 18.104.22.168, Hot Fix 1
Your help is appreciated.
08-29-2014 02:56 PM
Have you tried the History Summary Classic report? Also be careful how you set the runtime filtering for users. Typically you want All Users on the general tab and a specific user on the history tab.
08-29-2014 03:24 PM - edited 08-29-2014 03:25 PM
That is definitely closer to what I'm looking for but again, the results generated are not correct.
In the General tab I set the following:
Create a Report for: All Contacts
Use data managed by: All users
Unselected the Exclude 'My Record' field
In the History tab I set the following:
Histories: everything selected with date range of current month
Use data managed by: selected me as the user
After selecting okay it shows that I've made 0 calls across the board.
Here is a video showing my steps: http://screencast.com/t/xJeWy0TPYi6R (copy and paste the link into your browser, don't just click)
Is there another way we should be tracking calls than as a New History so they pooled into this report? Could that be the cause?
09-02-2014 02:12 PM
For the report to be accurate, applicable activities must be cleared to create the history entry or directly entered using create new history. The selection of tracked items is limited in the standard report and you may need a custom version with different histories tracked or more history types tracked.
Provided the entries are made correct and the runtime filters set correct, I've never seen the report provide incorrest totals.
09-02-2014 02:15 PM
I didn't realize our account had Gold Level support and so after calling in I was able to resolve this. You are correct. I did not select the correct entries.
Thank you for your help!