Generate Activities Performed on Customer Report

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Scroll down to the Customer Reports section.
  3. Click Activities Performed on Customer Report link or icon.

    The Activities Performed on Customer Report page appears.

  4. Select customers from the Customers section.
    • Select More Customers: Allows you to select customers from the list.
    • Remove All: Allows you to remove all the customers.
    • Remove Selected: Allows you to manually select the customers and remove only the selected ones.
  5. Optional: Change Today to Date Range if you want to generate the report for more than one day.
  6. Optional: Change From and To dates if you select Date Range.
    Both From and To default to today.
  7. Optional: Select HTML or XLS for Load report as.
    Load report as defaults to HTML.
  8. Click Load button.
    The Customer Activity Report is displayed depends on the report format.

  9. Optional: If you opted for HTML, click the number under the Activities column to view activity details.