Generate Activities Performed on Customer Report

To generate an activities performed on customer report, follow the steps below.

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Scroll down to the Customer Reports section.
  3. Click the Activities Performed on Customer Report link or icon.
    Generate Activities Performedon Customer Report 1

    The Activities Performed on Customer Report page appears.

  4. Select customers from the Customers section.
    Generate Activities Performedon Customer Report 2
    • Select More Customers: Allows you to select customers from the list.
    • Remove All: Allows you to remove all the customers.
    • Remove Selected: Allows you to manually select the customers and remove only the selected ones.
  5. Optional: Change Today to Date Range if you want to generate the report for more than one day.
    Generate Activities Performedon Customer Report 3
  6. Optional: Change From and To dates if you select Date Range.
    Generate Activities Performedon Customer Report 4
    Both From and To default to today.
  7. Optional: In Load report as, select the output report format.
    Generate Activities Performedon Customer Report 5
    Load report as defaults to HTML.
  8. Click Load.
    The Customer Activity Report is displayed depends on the report format.
    Generate Activities Performedon Customer Report 6
  9. Optional: If you opted for HTML, click the number under the Activities column to view activity details.
    Generate Activities Performedon Customer Report 7