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Completed Activities Report (Calls, Meeting, To Do)

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New Member
Posts: 2
Country: USA

Completed Activities Report (Calls, Meeting, To Do)

We need to track the productivity of our Sales Team by tracking completed calls, meetings, and to do. 

 

Is there are way in the ACT List Screen to only show completed activities by Activity Type and User? From there we would export to Excel.

 

 

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Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Completed Activities Report (Calls, Meeting, To Do)

Try running the History Summary Classic report. That should provide the information you want.
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer