In this article
- About this report
- Access report
- Report settings
- Report management features
- Other relevant reports
About this report
The Account Manager Activity report summarises all activities (event registrations, orders, leads, tasks, and notes), associated with an account manager's clients.
Note: This report will show any activities that the account manager or anyone else in your organisation has completed. It also includes all activities completed by the account manager on any other organisations they have been involved with.
Example report setting and output
- Open the Reports menu.
- From the Sales and marketing section, select the Account Manager Activity report.
To access all report settings on the report page, from the toolbar press Report Settings.
Report management features
Learn how to:
Other relevant reports
|Leads List||Shows details and status of all leads. Can be filtered by leads assigned to staff or account managers.|
|Organisation Spend||Compares each organisation's spend (value of orders less credit notes) over each year.|