Activity report based on date activity was created
We would like to create an activity report based on the date the activity was created as opposed to the date of the actual activity. We would like to use this report in order to double check all the activities that were created each day and be able to look at a daily report of all activities added.
Brady Redington
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Paul Sharkey
commented
low hanging fruit to add "created at" and "created by" to the activities by contact report and export feature. this is important with larger firms with many admins.
New idea from comment
This comment was upgraded into a new idea: Add 'Created At' and 'Created By' to Activities Report for Better Admin Tracking -
Anonymous commented
This feature would allow us to track how quickly each activity is taking. Making it easier to find outliers and provide productivity reporting.
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Cliff Robello
commented
This is a must to track out appointments made each week. Please add to activity report as an option.
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Chris Ayers
commented
I would love this! We would use it to figure out how many appointments are being made on a weekly basis in the CRM. Would be an excellent metric.
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Dori Petroff
commented
This would be very helpful for our office to be able to export created on and created by for activities!!!
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Tim Mrock
commented
I also would like to be able to export 'Created On' and 'Created By' fields for activities. This would be very helpful for leveraging the system to hold accountability of users. For example, tracking activities that have been in the system for so long that they should be closed out and tracking the turnaround time for completing activities.