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Activity Report

Understand how to view the actions taken by your consultants in this report

Wanda Polverini avatar
Written by Wanda Polverini
Updated over a week ago

In the activity report you can see in detail all the actions carried out by the advisors according to the applied filter, which may be by group, date and user.

To get to this report you must click on the "Activities" tab in the left column:

Important: This report has a limit of 5,000 lines. If the filters applied to it surpass this limit, the report will show an error.

You can also search within the activities table in "Search":

And even download the information in a .CSV file in "Download Data" so that you can manage it later:

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