About activity reports

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  • Jay Clementson

    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,

  • Laura Hippert

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

  • Jay Clementson

    Hello Laura, 

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

  • Laura Hippert

    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

  • Esther Castellanos Garcia

    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.


  • 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.

  • Mark Elliott

    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? 


  • 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) 

  • Prashant Desai

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

  • 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.
  • Roxanne Owens

    Can you add this report to the dashboard home page?



  • 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!
  • Francisco Moreira

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

    Thanks in advance

  • Anne Ronalter
    Zendesk Customer Care
    Hello Francisco,

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

    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.

  • 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!
  • J. Baker

    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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