Filter by specific employees on Daily Activity live report
gathering votes
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Gabby Nankin
Please allow ability to select employees as a filter for the Daily Activity "Live" report.
Drew Adler
Merged in a post:
ONGOING DAILY ACTIVITY
J
Jeff Trebbien
Reporting to for Daily Activity. Unable to apply "user" filter to exclude or select certain users for reporting. i.e. I want to send a report to all the sales staff (excluding managers or others) displaying # of calls made/text/ emails/ videos. As of this moment I am using the "snipping" tool to send a snapshot to the entire sales staff.
H
Hannah Elliott
It would be great to be able to sort by user type so I can monitor BDC users activity throughout the day. This would also be great to be able to sales managers to be able to monitor their salespeople as well. This is a features when you turn off the live toggle, but not when you are looking at it live
J
Jacob Coleman
Hi Jeff, thanks for the feature request! We'll continue to monitor this for feedback, and you'll receive any updates automatically.
Shelby Parker
Hiya Jeff, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you would like to select or exclude users for the report?
- What specific information would you like to see in the report for each sales staff member?
- Would you like to have the ability to schedule these reports or is manual generation sufficient?
S
Sam Alfi
I would like this feature. Yes
R
Robert Shrier
Yes!
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Gabby, thank you for the feature request! We'll continue to monitor this for feedback, and you'll receive any updates automatically.