Matrix Support

Activity Report Overview

The Activity Report allows you to view what you are working on, and the actions that you have taken for your accounts

To create the Activity report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Activities tab.

3. Click Activity Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.


6.  Click the Run button.


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