Enhanced Sales Activities Report

Updated March 18, 2026 21:01

Enhanced Standard Reporting Availability

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

The Sales Activities 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.

Enhanced Reports

Accessing 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

Note: Reports load with Today & Yesterday as the initial default. Once you adjust filters, the report remembers your selections for future sessions. If you see unexpected results, check your active filters in the right panel. The data you see depends on your security permissions—users with restricted access may see fewer activities than colleagues with broader visibility.

Understanding This Report

What This Report Shows You

The Sales Activities Report displays a comprehensive record of all contact activities with clients and hiring managers, organized by activity date. Each row represents a single interaction—whether it's a phone call, meeting, email, or job submission—capturing essential details like the sales representative involved, the client company and hiring manager, the type of activity performed, and any notes documenting the conversation. This creates a complete communication trail that helps you track relationship development, monitor sales team engagement, and maintain detailed records of every touchpoint in your client interactions.

Why Use This Report

This report helps you manage day-to-day operations and answer critical questions:

Which sales representatives are most actively engaging with clients this week?
What types of activities (calls, meetings, emails) are generating the most client interactions?
How frequently are we communicating with specific client companies or hiring managers?
Which offices or regions are maintaining the strongest client engagement?
When was the last time a sales rep contacted a specific hiring manager?
How are our sales activities distributed across different companies or branches?

Who Benefits From This Report

Different roles use this report to address specific operational needs:

HR Managers: Monitor client communication patterns to ensure consistent relationship management, verify that sales teams are maintaining regular contact with key accounts, and identify training opportunities based on activity quality and frequency across the organization.

Recruiters: Track their own client engagement history to prepare for follow-up conversations, review past interaction details before reaching out to hiring managers, and ensure no client relationships fall through the cracks by maintaining comprehensive activity logs.

Project Managers: Analyze sales resource allocation across multiple client accounts, coordinate team efforts by identifying which sales representatives are working with specific companies, and ensure adequate coverage for high-priority client relationships.

Finance Managers: Verify billable client interactions, track time invested in business development activities, and analyze the relationship between sales engagement frequency and revenue generation to optimize resource investments.

Executive Leadership: Gain visibility into overall sales team performance and client engagement levels, identify top performers who consistently maintain strong client relationships, monitor communication trends across the organization, and make strategic decisions about account management and sales team structure.

Using Filters

Filters appear on the right side of your screen and help you focus on specific segments of your data. All filters default to "Include all" when you first open the report.

Available Filters

Filter Name	What It Does	When to Use It
Division	Filters by employer/division associated with the sale	Review sales activity for a specific business unit or employer entity (not all accounts have divisions enabled)
Region	Filters sales by geographic region	Compare sales across territories or analyze regional sales patterns
Office	Filters sales by branch location	Evaluate individual office performance or investigate branch-specific sales
Company	Filters sales by client company	Focus on sales made to a specific customer, returning customers
Company Office	Filters by the Company's Branch	Compare sales across Company Offices, analyze sales patterns and trends
Contact Activity Type	Filters Hiring Manager's Activity	Narrow results to specific types of client interactions (calls, meetings, emails, etc.)
HCM User	Filters Job's Sales Rep for the Job (with Job Activity or User entering the Hiring Managers' Activity)	Track activities for specific sales representatives or team members
Contact Status	Filter by Hiring Manager status	Compare sales to Hiring Managers of different statuses
Date From / Date To	Filters sales by a custom date range	Identify sales within a specific timeframe and analyze trends and patterns
Date Range	Quick-select date ranges (Yesterday, Today, Tomorrow, etc.)	Rapidly filter to common date periods without manually entering dates

Note: When using Date Range, the Date From and Date To fields automatically disable. Select either Date Range or manually enter Date From and Date To—not both. The Date Type selection determines which timestamp the date filters apply to.

Applying Your Filter Selections

Click on the edit icon next to any filter name to expand it
Make your selections by checking boxes or choosing from dropdowns
Click Apply to update the report with your filtered view
Click Cancel to discard changes and return to the previous filter state

Reading the Data

The Sales Activities Report displays each contact activity as a separate row with comprehensive details about the sales representative, client company, hiring manager, activity type, and any notes documenting the interaction. The extensive field list allows you to export exactly the information you need for your specific use case.

Key Field Categories

The report organizes information into logical categories to help you track client relationships and sales team engagement.

Field Name	Description
Activity Date	Date the Activity was entered
Activity Date UTC	UTC Date the Activity was entered
User	User entering the activity
Office Name	Name of the specified office / branch within the purchasing Company
Office Address	Address of the specified office / branch within the purchasing Company
Office Phone	Phone Number of the specified office / branch within the purchasing Company
Company Name	The Company making the purchase
Company Contact	The Hiring Manager associated with the job at the purchasing Company
Contact Title	Title of the Hiring Manager
Contact Work Phone	The Hiring Manager's office phone number
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 Note	Any note added by the user entering the activity
User Branch	Branch of the User entering the Activity
Company Office	Company's Branch

Practical Applications

The Sales Activities Report empowers your team to build stronger client relationships and deliver exceptional results. Sales managers recognize high performers and identify coaching opportunities, while representatives access complete interaction histories to ensure seamless client conversations. Account managers proactively identify opportunities for timely outreach, keeping key relationships strong and engaged. Executive teams discover best practices from top-performing branches and replicate successful strategies organization-wide. Use this report to celebrate wins, validate that clients receive consistent follow-up, and gain the visibility needed to continuously elevate your sales operations and drive better business outcomes.

Exporting Your Data

Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.

Apply any filters you want to include in your export
Click the three-dot menu icon (⋮) in the top right corner of the report area
Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution

Note: Your export will include only the data visible based on your current filter selections. To export all contact activities, ensure all filters are set to "Include all" before downloading.

Additional Export Options

The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.

Refreshing the Report

Report data refreshes automatically in the background. However, if you want to see the most current information immediately after changing filters or if you know activities have been added or updated, you can manually refresh.

Locate the circular arrow icon above the filter panel on the right side

Hover over the icon to see it expand and display the word "UPDATE"
Click the icon to re-run the report based on your current filter selections

The report will reload with the latest data from your database, reflecting any new activities, updated information, or changes since you last viewed it.