The 'Account Manager Activity' report allows you to produce a report which summaries all activities (event registrations, orders, leads, tasks, and notes), associated with an account manager's clients, 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.
- Select Reports from the main menu.
- From the 'Sales and marketing' section, select the Account Manager Activity report. Note: This report is only available on the Arlo Enterprise plan.
Access Report Settings
To access all report settings on the report page, press Report Settings from the toolbar.
Download a sample of the Account Manager Activity report.
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