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Definition:The Sales Activity Report analyzes phone calls, appointments, emails, and other actions that sales representatives have completed during a certain time period.

Objective:This report gives sales managers an indication of whether your daily activities help you hit your sales goals and which activities are worth maintaining.

1. Go Report> Sales Activity Report
2.A list of sales activities will be produced, which will include the date (in ISO 8601 date format), month, year, sales representative name, activity (in count), note (in count), call (in count), SMS (in count), email (in count), meeting (in count), proposal (in count), and task.

3. Click Export to export report in.csv format if necessary with all pages or, current page and selected rows

4. Click Action> Download to export a report in.csv format if necessary with current list

5. Click Action> Email to get Report Emailing Settings. Enter your email address and time settings (now, recurring, or scheduled). If Recurring is set, the time of recursion must be fixed, such as every day or 7 days. If Custom Date is set, enter the date and time from which the email will be sent.