Activity Reports

The Activity Report in TE Recruit allows you to see how many Activities were logged by each user for a specified time frame. The report is driven by Completed Activities.

To run a new Activity Report:

• Navigate to Reports in the Main Navigation Bar
• Click on the plus sign icon  to the right of the Activity Reports header

• After giving your report a name, use the report builder at the top of the page to specify which Activities you would like to review
  • The report will always default to all Users, all Activity Types, and all Records
  • The report will also default to Activities logged today
  • The report will be set to a private status by default, but you can share the report with the other users in your firm using the Share with Users drop-down
• Click the Run Report button to generate results

• Depending on the size of your report, it may take some time to run
  • You’ll be dropped to a loading state while the report is generating
  • You can either wait on this page, or leave and continue working within TE Recruit while your report is prepared

• You’ll see a new Notification in the top right corner of TE Recruit once your report is ready to view
  • As soon as the report is available to view, you can access it at any time from the Reports Dashboard or by clicking on the corresponding notification

• Once your results have populated, you can toggle between the Table view, the Table Details view, or the Graph view
  • Both the Table and Table Details views allow you to sort by column

• The Table view is a high-level overview of Activity counts by User
  • This view will also show totals by User and by Activity Type

• The Table Details view gives you a breakdown of the activities listed in the Table view
  • Each activity will be listed and sorted alphabetically by Activity Type by default
  • This view also includes the Assignee, Completed Date, Related Records, and Details of each Activity

• The Graph view shows a bar graph of Activity Types by User
  • Hovering your cursor over a specific bar will display a count for that specific User and that specific Activity Type

• Report data can also be exported by follow the steps in this article: Exporting Reports