Activity report | Voters

Activity report

Albert Zeeman

A report with all activities in a specified period; filtered on a tag.
Online view is table with line per activity. Sort on Company name or Dates. Per line 
Date/Contact/Activitytype and first words. 
PRINT/EMAIL
A PDF with full texts of the remarks/notes.

December 13, 2023

Sergey Shvets

Thanks for the feedback, Albert! 
There is Activities -> List View, allowing you to filter by a lot of fields. You can filter by clicking 3 dots at the top of a column and narrow it down to only data you're interested in. Export allows you to get a CSV with all details. 
More details in this article: https://support.nimble.com/en/articles/2511394-nimble-activity-listing-feature. 
Please let me know what is missing or is this good enough? 
Sergey

Albert Zeeman

FYI: the MESSAGES overview might be a good start since you can filter on ACCOUNT (I have 2). the ACTIVITIES overview has a report column generator, but cant filter on account. I want to export a report for a month, showing a client or manager exactly which contacts have been made. Messages, activities, notes etc.