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Export an Activity Report

  • 14 June 2023
  • 4 replies
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Hi everyone, 

Does anyone know if there’s a way to export an activity report or if something similar can be created? We’re looking for data beyond calls and call stats. Thank you in advance! 

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Best answer by Amanda Wayne 14 June 2023, 17:28

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Amanda Wayne

Yes! If you go into your settings you can scroll down to the reports section and run a utilization report. Select detailed report and you can get information around all activity (logins, calls logged & listened to, number of comments, number of scorecards given, etc.). This will show up in your inbox as a CSV file. 

 

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Hi Amanda, 

Thank you for this! I was hoping we can get more activity-based data (meetings, emails, etc) not so much on the calls themselves. 

Molly Kipnis
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@Amanda Wayne you’re a rockstar! Thanks for helping a fellow Visioneer 🙂

Be on the lookout for a DM from me, I’ve got something for ya!

D

Hey @Molly Kipnis and team - similar to nnagaty, I’m interested in running reports that look at activity-based data such as meetings, emails, etc. We are currently tracking non-recorded meetings in particular, so this is key to pull. Can you help? Thanks. D

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