Activity Report

The Activity Report gives you a complete overview of all activities logged by you and your team. Each row is an individual event and can be used to audit changes, track ownership updates, and see engagement with emails and documents across your account.

What You'll See in the Activity Report
Every activity in the report includes:

Associated records: The person, deal, and/or company linked to the activity
Activity owner: Which user logged it and when
Activity type: Category, like Deal, Company, Instant Doc, Trackable Email Action, etc.
Activity details: Notes and conversation threads about the activity

How to Access the Activity Report

Go to the Reports tab
Select the Activity Report tab

Filter and Sort Your Activities
Filter by:

Specific users who created activities
Activity categories (calls, emails, meetings, etc.)
Associated person, deal, or company

Sort by:

Alphabetical order (any column)
Date created or last updated
Custom time frames

💡 Pro tip: You can create, save, and share custom list views with your team to quickly access frequently used filters.

View and Add Comments
You can engage with activity conversations without leaving the Activity Report page.
To view or add a comment:

Find the activity you want to comment on
Locate the Conversation columni and click the + icon.
Read existing comments or add your own
Your comment is saved automatically

This keeps your workflow efficient—no need to navigate away from the report.

Export Your Data
Need to analyze activities outside Pipeline CRM? You can export the Activity Report to a CSV file for use in spreadsheets or other tools.
To export:

Apply any filters you want included in the export
Click the three dot menu located in the top right corner.
Select Export as CSV

Need help? Contact support at [email protected].

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Activity Report