Sales Activity by Sales Rep Summary Report
The Sales Activity by Sales Rep Summary report shows the number of sales activities entered by each sales rep for a specific time period. The activities included in this report include:
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events, tasks, and phone calls this sales rep entered that are associated with a customer
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email and other messages sent by this sales rep to customers
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campaigns
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cases that have activities associated with them
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user notes on customer records and transactions
To view the Sales Activity by Sales Rep Summary report:
Go to Reports > Pipeline Analysis > Sales Activity by Sales Rep.
A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.