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About activity reports



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Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


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17 comments

Hello Sophie, 

Is there a way to see a daily view of email/calls made but filtered throughout the whole month? I see from your screenshots above that everything is shown in a monthly view. 

Also, I hope Wayne was able to resolve their issue because no one responded to their comments here. 

Thank you,

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Hi Jay, When working with the Activity Overview Report, the time parameter can be set to whatever you like!

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Hello Laura, 

I apologize, I found it. I did not have the daily filter set.

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Glad to hear you are all set there, Jay!

Laura Hippert | Zendesk Sell Specialist | Senior Customer Advocate

Visit our Support Center

Call us at +1 888-670-4887 (press 1 for Zendesk Sell), Mon-Fri, 8am-5pm, Pacific Time

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Hello, Activity reports indicate the amount of activity total or per contact?

For example, if I send 3 emails to a single contact, how much does the report show in emails? 3 or 1?

I am interested in knowing how much activity / effort on average I do per contact or lead.

Thanks

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Gabriel Manlapig

Zendesk Customer Care

Hi Esther,

If you send three emails to a single contact, the report will also count and includes the thread. So the answer is three, I hope this answer your question.

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hi is it possible to set up the reports to be emailed to our execs on a set period please, e.g. weekly or monthly? 

 

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Giuseppe

Zendesk Customer Care

Hi Mark,

 

Did some research about this and I didn't find any option to share these reports. A possible alternative would be to use Explore for reporting on Sell data and share reports from there. A downside to this is that the metrics and attributes for Sell dataset is limited as it is currently in Beta. See these resources for more information;

 

Sharing dashboards

Metrics and attributes for Zendesk Sell (Beta) 

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Once you customize an activity overview report with some filters, how can you save that report?

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Dane

Zendesk Engineering

Hi Prashant,
 
I have tested it on my end. Once you have setup the date range and filters, it will be retained when you visit the activity reports again.

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Can you add this report to the dashboard home page?

 

 

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Brett Bowser

Zendesk Community Manager

Hey Roxanne,

I'd recommend sharing this feedback in our Feedback - Sales CRM (Sell) for our product managers to review. 
 
Thanks for taking the time to share this with us!

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Is it possible to filter the activity reports by tags ? it doesnt seem to have that option on the filters available.

Thanks in advance

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Anne Ronalter

Zendesk Customer Care

Hello Francisco,

in this case please refer to the following article:
Using tags on leads, contacts, and deals
 

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How can I filter out Appointments Held section from report (Tabular Form). I can do the same in graphical form. Option given below the chart to select or opt out. but not found the same option for data table form.

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Gab

Zendesk Customer Care

Hi Upendra, 
 
I'm afraid filtering out Appointments Held or other activities in a Tabular form isn't available at this time. However, I do agree that it would be a nice feature to have, and I'm happy to pass your feedback to our Voice of the Customer team for further discussion. Please feel free to let me know if I can help with anything else!

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Is there a way to report on the outcomes of visits made by someone? Right now in the Visit Outcome Activity Report, the tabular view can show that I made X visits over the course of the timeframe I set. I want to be able to see who was visited as well as what was the outcome of the visit.

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