Create a Report for Daily Actions in Tailwag
Please create a report that can be filtered, by user and attendees, to show a consolidated list of actions (notes, activities, workflows) adjusted, completed, created, or assigned for the day. This would allow for a snap-shot of the days work in Tailwag that I did. Reducing the need for multiple individual emails to attendees, regarding all the items I processed in a day.
Pertinent information would be: User, Attendees, Contacts, type of action (activity, workflow, note, etc.), Nature of action (created completed, updated, assigned), Date, Subject, and any other suggestions people have to make this a true snap-shot.
Currently there is a Timeline feature, accessed from "Today's Overview" page, but it cannot be filtered by users only actions and there is an Activity report, but it can only be filtered by Contact, or Assignment.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Becca Werner commented
It would be helpful we could run a report of each user’s activity over a certain timeframe. I don’t mean the “Activities assigned to me” report or anything like that, but something that shows the notes that user added, which tasks/ workflows/appointments/activities they completed or added to, and the details of what they added/updated. So if I wanted to see which clients I made notes on or started workflows on that week I could have one report with all of my actions/keep track of who I talked to without having to sift through everyone in the organization’s notifications. We talk to dozens of clients a day and have follow ups for even more at any given point in time and this would be a super helpful way to make sure nothing gets forgotten/falls to the back burners.
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Christine Mesaros commented
Our firm needs a way to track different users (service, sales, etc) use of the system in a date range. IE: how many calls, meetings, emails, etc.
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Kale Hanson commented
As the Administrator, I would like to be able to run a report on a custom date range to see all of a user's activity for a given time frame of data input / deletions in the CRM.
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Steven Carpenter commented
I Would like to see the ability to quickly capture quantitative information for all interactions logged into the CRM.
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Laura sharkey commented
We use a 3rd party scheduler and would like to be able to see what contacts she has accessed, so that we can tie it in to her calls for the week.