Generate a Brief Employee Accomplishments Report

To generate a brief employee accomplishments report, follow the steps below.

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Scroll down to the Employee Activity And Performance Reports section.
  3. Click the Employee Accomplishments Report link or icon.
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    The Employee Accomplishments Report page appears.

  4. Select employees from the employees list.
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  5. Select Activities for which you want to see the accomplishments of selected employees.
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  6. Select Customer Activities/Works/Form Submittions/Route as per the previous selection.
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  7. Optional: Change Type, if required.
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    Type defaults to Date Range.
  8. Optional: Select Month & Year, if you select Type as MTD with target analysis.
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  9. Optional: Change From and To dates, if you select Type as Date Range.
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    Both From and To default to today.
  10. Optional: Select the Discard Subordinate Activities to Managers checkbox.
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    If you do not enable this checkbox, the activities done by employees are added to the managers in the report.
  11. Optional: In Load report as, select HTML or XLS.
    Load report as defaults to HTML.
  12. Click Load.
    The Employee Activity Wise Summary Report is displayed depends on the report format.
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  13. Optional: If you opted for HTML, click the number under activities columns to view the activity details.
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