The Activity Report lists every activity logged by you and your team, one row per activity. Use it to audit changes, track ownership updates, and see engagement with emails and documents across your account.
Open the Activity Report
- Go to Reports.
- Select the Activity tab.
What Each Row Shows
- The person, deal, or company the activity is linked to
- The user who logged it, and when (Written On)
- Its Category, such as Deal, Company, Instant Doc, or Trackable Email Action
- Its Description, plus any conversation about it
Filter and Sort the Report
You can filter by:
- The user who created the activity
- Activity category, such as calls, emails, or meetings
- The linked person, deal, or company
- A date range
To sort, click any column header. You can sort alphabetically or by the date an activity was created or last updated.
For help with filters, see Customize Columns, Filters, and Sorting in a List View.
Save the filters you use often as a list view and share it with your team. A saved Activity Report list can also filter the Activity Scoreboard.
View and Add Comments
You can read and join an activity's conversation without leaving the report.
- Find the activity you want to comment on.
- In the Conversation column, click the + icon.
- Type your comment.
Existing comments show when you open the conversation, and your comment saves automatically.
Export the Report to CSV
Before you start: You need the export permission on your user. Ask your admin if you're not sure.
- Apply the filters you want in the export.
- Click the three-dot menu in the top-right corner.
- Select Export as CSV.
Your export includes only the records you can see. If you can view only your own records, you export only your own activities.
To learn what each role can see and do, see Understand User Roles and Permissions.
Need help? Contact support at customercare@pipelinecrm.com.