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Knowledge Base/Progress/Insights reports/Insights reports: act...

Topics
Creating your activities performance report
Viewing your activities performance report
Customizing your activities performance report
Supported activity fields

Insights reports: activities performance

BF
Breandan Flood, August 14, 2024
Note: The number of Insights reports you can have depends on your plan. You can learn more about usage limits in this article.

Activities are an essential part of sales since they represent every action your team takes toward closing out a deal.

With activities performance reports from Insights, you can follow the progress of your activities and know if you’re on track with your everyday tasks.


Creating your activities performance report

To create an activity performance report, go to Insights and click “+” > Report > Activity > Activities performance.


Viewing your activities performance report

There are three sections in your performance report that can be used to view your data.

Filter view

The default filter for your activities performance report is Add time > is > this month, but filters can be added or edited.

For example, here the filter has been changed to show all activities added this year.

Visual builder

Here you can see your data visualized through charts.

Hover your cursor over any column in your chart to see an overview of the data contained there.

Table view

At the bottom of the page is the table view, where you can see your data in a spreadsheet format, or click ”Summary“ for a general overview of the data in your report.


Customizing your activities performance report

Note: Measuring by duration is always calculated in hours.

Each section of your activities performance report can be customized to show the exact data you’re looking for.

Filter view

You can add filters to your report by clicking the green ”+,“ or remove a filter by hovering your cursor over it and clicking the trash can icon.


Visual builder

You can use the view by, measure by and segment by fields to change the way your data is visualized.

You can also change the number of visible columns, as well as their colors, by clicking the ”...” in the top right corner.

Table view

Note: Click ”Export“ to download a spreadsheet with your report’s data onto your device. For more information about exporting your Insights data, check out this article.

You can click the gear icon in the top right corner of your table view to change the visible columns there.


Supported activity fields

Here are the supported activity fields for activities performance reports.

Activity type
Filters
Visual Builder
Table
Duration (minutes)
✔️
✔️
✔️
Number of activities
✔️
Pipeline
✔️
✔️
Team
✔️
✔️
✔️
Add time
✔️
✔️
✔️
Due time
✔️
✔️
✔️
Last notification time
✔️
✔️
Marked as done time
✔️
✔️
✔️
Update time
✔️
✔️
Assigned to user
✔️
✔️
✔️
Creator
✔️
✔️
✔️
Type of activity
✔️
✔️
✔️
Free/Busy
✔️
✔️
✔️
Deal
✔️
✔️
✔️
Contact person
✔️
✔️
✔️
Organization
✔️
✔️
✔️
Subject✔️✔️✔️
Status
✔️
✔️
ID
✔️
Note: Once you’ve finished creating your activity report, you can add it to your dashboard or share it with your team.
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