How to create custom activity reports (currently in closed beta)

Custom activity reports allows for a top level overview of the activity completed on your OnePageCRM account.

In this article:

How to create a custom activity report How to save your custom activity report
How to update your custom activity report How to delete your custom activity report

How to create a custom activity report

1
Go to ActivityNew Report.
2
In the New report popup, select the check-box beside each criteria to be included in your report. Below are the criteria that you can select:
  • Users
  • Contacts (New or Deleted contacts during the time period)
  • Status conversions: Any time you or a team member changed the status of contacts
  • Calls (by call result)
  • Deals: New Won Lost Commission Margin (if Cost is enabled)
  • Actions: New Completed Edited
  • Notes: Created Edited
  • Emails: Standard emails
3
Choose the date range you wish to run the report. Below are the options you can select:
  • All time Year to date Last year
  • This quarter
  • Last quarter
  • This month
  • Last month
  • Last week
  • Custom…
4
Select how you wish to refine the report using the criteria below:
  • Group by: User (pre-selected)
  • Check the Include total columns check-box
  • Segment by: Yearly, Quarterly or Monthly
5
Select Run to generate the report based on your selected criteria.

How to save your custom activity report

After you've ran your activity report, you can Save, Modify or Download the contents.

1
To save your report select Save on top of the screen.
2
In the Save report popup, enter a Report name and decide who on your sales team should be able to access it from the drop-down Visible to.
3
To set up email alerts for this report, select the check-box Email this report and decide on the frequency, format and recipients.
4
Click Save to save the report.
5
Saved reports appear under Activity →  ACTIVITY REPORTS.

How to update your custom activity report

Custom report settings can be updated to suit your reporting requirements.

1
To updated your custom report, go to ActivityACTIVITY REPORTS → click on the pencil icon.
2
Select Modify to change any of the fields or Date range in the report.
3
Select Report settings to change Report name, Visible to or email settings.
4
Select Duplicate to make a copy of the report and save it.
5
Select Refresh to update report information.

How to delete your custom activity report

1
Go to ActivityACTIVITY REPORTS → click on the bin icon.
NOTES
  • Modify allows you to view / update the report criteria.
  • Reports can be downloaded to CSV or Excel files as required.

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