Reports
Activity Reports
Comprehensive activity analysis with form submissions and verification data.
The Activities 360 report provides a complete view of all activities — visits, calls, and any custom activity types — with their associated form submissions.
Activities 360
Unlike other reports that aggregate data into summary tables, Activities 360 shows individual activity records with full detail.
Key columns:
| Column | Description |
|---|---|
| Starting At | When the activity began |
| Ending At | When the activity ended |
| Type | Activity type (visit, call, etc.) — click to view details |
| Linked | The customer or branch associated with the activity |
| Assigned | User who performed the activity |
| Submissions | Number of forms submitted with this activity |
| Verified | GPS verification timestamp (if applicable) |
Extended View
An expanded view is available that reveals additional detail columns:
- Description — Free-text notes added to the activity
- Submission Details — For each form submitted: submitter name, timestamp, and all field values
- Uploaded Files — Any files attached to form submissions
Filters
| Filter | Description |
|---|---|
| Activity Type | Filter by specific activity types (visit, call, etc.) |
| Verified Status | Show only verified or unverified activities |
| Customer | Limit to activities for specific customers |
| User | Filter by who performed the activity |
When to Use
Activities 360 is best for:
- Auditing form submissions — Review what data your team collected during visits
- Checking GPS verification — Confirm visits occurred at the right location
- Reviewing activity details — See the full picture of any activity including notes and attachments
- Compliance reporting — Export complete activity records with timestamps and verification data
Enterprise View
On Enterprise accounts, an additional Wholesaler column appears showing which wholesaler each activity belongs to. This enables cross-wholesaler activity analysis.