How to use the activity report [Nutshell Pro]
8 steps
Nutshell
1
Your Nutshell Activity Report is an essential tool for gaining insight into your team's productivity and how their activities translate into sales. Take our self-guided tour to get the inside scoop on your Activity Report.
2
From your dashboard, click on 'Reports.'
3
From your Reports page, click on 'Activity.' You'll open up the Activity Report, which breaks down all your team's activities logged in Nutshell.
4
Click on the date range button to select a date range you'd like to examine.
5
Use the segment options and filters to zero in on the information you want to see.
6
The Summary section shows a breakdown of the report you filtered above.
7
Under the Activity section, see details of all the activities shown in your report, including when they were logged and which contacts and team members were involved.
8
Save your report for use later or to share with a colleague.
How to use the activity report [Nutshell Pro]
8 steps
Nutshell
1
Your Nutshell Activity Report is an essential tool for gaining insight into your team's productivity and how their activities translate into sales. Take our self-guided tour to get the inside scoop on your Activity Report.
2
From your dashboard, click on 'Reports.'
3
From your Reports page, click on 'Activity.' You'll open up the Activity Report, which breaks down all your team's activities logged in Nutshell.
4
Click on the date range button to select a date range you'd like to examine.
5
Use the segment options and filters to zero in on the information you want to see.
6
The Summary section shows a breakdown of the report you filtered above.
7
Under the Activity section, see details of all the activities shown in your report, including when they were logged and which contacts and team members were involved.
8
Save your report for use later or to share with a colleague.
