Activities Report
The Activities Report gives you a complete filtered list of all activities logged in the platform. Use it to review task progress, check due dates, and see who owns what across clients and jobs.
Filters
Focus on the activities that matter most:
| Filter | What It Does |
|---|---|
| Client | Filter activities linked to a specific client |
| Job Owner | Filter by the recruiter who owns the linked job |
| Status | Filter by activity status (Pending, In Progress, Hold, Completed) |
| Assignees | Filter by the user assigned to the activity |
| Active Status | Filter by whether activities are active (default: Active) |
| Due Date | Narrow to a specific date range |
Data Table
Here's what you'll see for each activity:
| Column | Description |
|---|---|
| Activity Title | Name or subject of the activity |
| Related To | The entity linked to this activity (Client, Job, Candidate, etc.) |
| Activity Owner | The user who created or owns the activity |
| Created Date | Date the activity was logged |
| Start Date | Scheduled start date |
| Due Date | Deadline for the activity |
| Status | Current status |
| Active | Whether the activity is currently active |
Export
Click Export to Excel to download the activities report as an .xlsx file.