Sales Activities Report

This report provides a detailed account of contact activities, including activity type and corresponding notes. Sales representatives can use this report to track their interactions with clients, including meetings, calls, and emails, while recruiters and account managers can monitor their engagements with candidates and clients. This helps in maintaining communication logs, tracking progress, and ensuring timely follow-ups, ultimately enhancing customer relationships and improving overall sales and recruitment effectiveness.

• Click here to go to the Sales Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type SALES ACTIVITIES
3. Click on the Sales Activities Report

Logic

Detail account of contact activities with basic activity information such as activity type and corresponding notes.

• Click here to go to the Sales Category (list of Standard Reports)

Filter Options

	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
	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

• Click here to go to the Sales Category (list of Standard Reports)

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	Pulls all selected hiring manager activities. It also pulls Job activity type, Submitted related to the job where the hiring manager is associated only when All is selected on Contact 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