Overview
Updated 08/10/2022
Click on the links below for more information:
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CHAPTERS |
Legend
Locating the Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type SALES ACTIVITIES
- Click on the Sales Activities Report
Logic
Detail account of contact activities with basic activity information such as activity type and corresponding notes.
Filter Options
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Filter name | Options | Explanation |
Division | All available Employers |
Filters Employer of User (Job's Sales Rep for Job with Job Activity or User entering Hiring Managers' Activity) Note: not every account will have divisions enabled |
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Region | All available Regions | Filters Region of User (Job's Sales Rep for Job with Job Activity or User entering Hiring Managers' Activity) | |
Office | All available Branches | Filter Branch of User (Job's Sales Rep for Job with Job Activity or User entering Hiring Managers' Activity) | |
Company | All available Companys | Filters Company of Hiring Manager (associated to Job and having an Activity or Hiring Managers' Activity) | |
Contact Activity Type | All available Hiring Manager's Activities | Filters Hiring Manager's Activity | |
HCM User | All available HCM Users | Filters Job's Sales Rep for the Job (with Job Activity or User entering the Hiring Managers' Activity) | |
Date From | Hiring Manager's or Job's Activity Start Date (compared with Activity Entered Date) | ||
Date To | Hiring Manager's or Job's Activity End Date (compared with Activity Entered Date) | ||
Date Range | None, Yesterday, Today, ... | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Field Details
Field Name | Description | Notes |
Activity Date | Hiring Manager's or Job's Activity Entered Date | |
Activity Date UTC | UTC Date of the Hiring Manager's or Job's Activity Entered Date | |
User | Job's Sales Rep for the Job (with Job Activity or User entering the Hiring Managers' Activity) | |
Company Name | Company of Hiring Manager | |
Company Contact | Company Hiring Manager associated to Job (having Activity or Hiring Managers' Activity) | |
Contact Title | Title of Hiring Manager associate to Job (having Activity or Hiring Managers' Activity) | |
Type of Activity | Hiring Manager Activity Type or Job Activity Type | |
Activity Notes | Company's Hired Talent for the Job and Job Title | |
User Branch | Branch of Job's Sales Rep for the Job (with Job Activity or User entering the Hiring Managers' Activity) | |
Company Office | Company's Branch |
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