Activity Manager Report in BigContacts

The Activity Manager Report provides a structured view of team activity, helping you track progress, spot trends, and ensure tasks are on track without manually reviewing each record.

Benefits

• Team Performance Monitoring: See activity levels for individual and team members in one report.
• Clear Categorization: Organize data by activity type to quickly identify what’s being worked on.
• Flexible Timeframe Selection: Review activity over any period, from a single day to months for better trend analysis.
• Easy Export & Sharing: Save reports in PDF or Excel format to analyze offline or share with stakeholders.

Use Case

A sales director wants to check follow-ups completed by their team over the past week. Instead of manually going through each contact, they generate an Activity Manager Report, selecting "Organize by Activity Type" to see calls, emails, and meetings separately. This helps them assess workload distribution and spot gaps in outreach.

How to Use the Activity Manager Report

Viewing the Activity Manager report

1. You can access the Activity Manager by clicking on the "Reports" tab in your BigContacts account's left navigation menu.

2. Here, you will see a tab labeled Standard Reports.

3. The first report listed under the Activity Reports section is Activity Manager.

4. In the "Users" section on the top left, select the team members whose activity you want to review.

5. In the middle column, select the display format. The Organize by Activity Type setting is a great way to categorize your activities.

6. Select the time frame in the right-hand column to view this activity.

7. Click on the orange Submit button to view the results.

8. If you selected Organize by Activity Type, you can click on any activity category to expand and see more details!

Exporting your report as a PDF or Excel (.xlsx) file

1. When you are ready to export/print your report, click the Print button in the top right, next to the Submit button.

2. Select the option to print using your system on the print prompt screen. The exact wording will depend on your operating system (Mac, Windows, etc.). The screenshot below is from a Mac.

3. On the next screen, click on PDF and select Save as PDF. Save the .pdf file to your computer.

Convert to Excel (Optional)

• If you need an Excel version, use a trusted PDF-to-Excel converter.
• Upload your PDF, convert it, and download the .xlsx file.
• Open the report in Excel or Google Sheets for further analysis.

Please contact our support team if you encounter any issues or questions.