Outreach by Activity reports allow you to view the performance of each of your associates. Each report measures the amount of Client Activities logged by each of your associates. Each activity counts as 1 in the report. To run a report on Outreach by Activity, follow the steps below:
Click on the Outreach by Activity button located on the left side of the screen.
Select a reporting location. If your business has multiple locations, you can choose to run this report on one, or all of your different operating locations. The report will show outreach to clients who are part of the store(s) you select.
Select which Associate you want to run a report on. The default parameter is All Associates. However, if you are looking for a more narrow report, you can also select individual associates.
Select the Frequency for the report to be based on. You can choose between monthly, weekly, or daily parameters.
Establish the time frame you want the report to measure. The system will extract all statistics found within the two dates that you choose.
Click Run Report.
A linear graph will automatically generate showing outreach by associate. Hover your mouse over each of the little circles in the line to get an exact number for each date.
A table displaying the same data will generate directly below the graph. Click Download to save this chart to your computer.