What is an Activity Report
An Activity Report is an automated report that RiTA can send to you which captures the key activities your team has made over a given period.
In this report RiTA can provide you with information on how many calls and call connections your team has made, the number of property owner seller timelines qualified, how many appointments were booked, as well as how many sellers your team identified in the next 12 months - all broken by each team members personal contribution to these results.
How do I update settings for the Activity Report?
Updating Market Analytics Report settings is restricted to Admin users.
From the navigation menu, select Admin
From the Settings menu under 'Reports', select Activity Report
In the report settings, toggle either (or both!) a report on by select the toggle to the 'on' state, ensuring to select a reporting period (how long you want the report to cover) and days you wish to receive the report on for a weekly report from the dropdowns available.
Note: Monthly reports do not need a day of the week or period set, they just need to be toggled on or off.
Next, provide some email addresses for RiTA to send these reports to by typing them into the form, pressing enter after each email to add another. Please note that this report covers all RiTA users in your account - it doesn't filter down to individual agents.
Select SAVE once you are finished to save your report settings.
That's it - RiTA will take care of the rest, and will send you an email before 9am on the day specified, which will look something like this:
What are the different reporting options?
You can get a report sent to on specific days each week, covering a custom period.
The custom periods are:
Previous day (each report sent will cover the previous day, so you can stay on top of coaching efforts)
7 days (each report sent will cover the last 7 days, so you can get a rolling weekly update),
30 days (each report sent will cover the last 30 days, so you can get a rolling month in review),
Month to date (each report sent will cover each day from the beginning of the current month until now, so you can keep an eye on how you are progressing for the current month).
This report is sent out by RiTA on the first day of the new month and will cover all of the key activity made by your team for the previous month.