Activities Created Daily Report
It would be very beneficial to have a report that would show the activities created each day. I would like to pull my activities that were entered at the end of the day to ensure I did not forget to add activities for a client or prospect to Matrix. Right now, you can only see when an activity has been entered on the summary tab of the profile page. The activities list and activities tab ONLY display the date the activity is scheduled to begin, not the date it was entered.
Heather Duke
shared this idea
We have recently released the Activities Analysis Dashboard that can handle this very request and a whole lot more within Matrix Premium.
If you have Matrix Premium, I encourage you to take a look at it today! If not, reach out to our sales team at 877.687.9066 and let us know that you want to discuss the benefits of Matrix Premium :)
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AdminRyan Moore
(Product Owner, Matrix)
commented
For the user who commented about Scripps Tampa...
A group of Matrix employees will be in Tampa soon to discuss how our new Activities Analysis Dashboard can actually do exaclty what is being requested here. I've spoken with one of those employees and she'll be sure to showcase this functionality. -
AdminRyan Moore
(Product Owner, Matrix)
commented
For the original requester, we handle this type of request within Matrix Premium as part of our Activities Analysis Dashboard. If you have Matrix Premium, I encourage you to take a look at it today! If not, reach out to our sales team at 877.687.9066 and let us know that you want to discuss the benefits of Matrix Premium :)
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Eileen Fredette
commented
Scripps Champions asked for this, Teresa Morgan in Tampa.