How to read Activity report?

Activity Report is a page that records all activities in a deal, prospect & organization.

Step 1: Open the Activity Report

1. Login into your OutPerform account.
2. Go to the Report section (report icon on the left menu).
3. Click on the Activity Report – this will open the Activity Report screen.

Step 2: Read the Report Table

1. Review the Date Created and Date Added columns to track when activities occurred.
2. Check the Deal Title and Prospect Name to identify which deal the activity belongs to.
3. View the Activity Title and Activity Type to understand what action was performed.
4. Read the Description for any additional info or message content.
5. Check the Owner Name to identify who owns the deal.
6. View the Completion Status to know if the activity is done.
7. Check Geo Lat and Geo Lon to track the activity location.

Step 3: Apply Filters on the Left Panel

1. Set Date Range – Select the start and end date using the calendar picker.
2. Filter by User – Choose a specific user or show all users.
3. Filter by Activity Type – Choose from Call, Meeting, Task, Deadline, or Email.
4. Filter by Completion Status – View Completed, Not Completed, or All.
5. Filter by Pipeline – Select the desired pipeline (if applicable).
6. Click “View Report” to load the filtered data.

Step 4: Export the Report

1. Click the “Download” button at the bottom left.
2. The report will be exported in Excel format (.xlsx).
3. Maximum data that can be downloaded is 10,000 records in one sheet.