- the number of calls and connections made
- the number of updated property owner seller timelines
- the number of appointments booked
- the number of prospective sellers identified by team members
An Activity Report captures key activities your team has done over a given period. These activities include:
Updating Activity Report Settings
Note
You need administrator access to update Activity Report settings.
You can change and update your report settings by clicking on Admin and selecting Activity Report.
Image 1: Accessing the 'Activity Report'.
Reports can be generated and sent to you on a weekly or monthly basis. Weekly reports can be sent on a specific day of the week. Monthly reports are sent on the first day of the month and will cover all the key activities made by your team in the previous month.
Use the Weekly Activity Report and Monthly Activity Report toggles to switch on the report you prefer. You may switch on just one or both.
Click the Email report on dropdown menu and select which day you want to receive the report.
Image 2: Configuring your report.
Next, enter the email address of the person who should receive the report. You can also expand the ON DEMAND REPORT section to request a one-off report for a specific period. Click Email Report to send the one-off report immediately.
Tip
Press 'Enter' on yuor keyboard to enter more than one email address.
Click Save to save and apply your report settings.
Image 3: Configuring report settings.
The report will be emailed to the recipient(s) and include an activity summary.
Image 4: The 'Activity Summary'.