Sales Activities Report

Overview

Updated 04/05/2022

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

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Report Description
Parameters/Filters
Report Fields

Report Description

Parameters/Filters

Parameter 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'.

Report Fields

Field Name	Explanation
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