Activities Report: every call by team member

The Activities Report, under Admin in the sidebar, shows every call your team made over a period, by team member, and what came of it. Pick Today, Yesterday, Last 7 days, Last 30 days or your own dates. Days are Singapore days. Export CSV downloads what is on screen: the same columns in the same order, for the dates and the team member picked. A file for the whole team ends with a Total row, and members listed under No activity on screen are rows of zeros in it.

What it counts. Total calls adds up two kinds of call: softphone calls, placed and received in the in-CRM softphone, and calls logged by hand with Log a Call. A rep who calls from the softphone and then logs the same call by hand to set the stage would otherwise be counted twice, so a call logged by hand counts as that softphone call's record, once, when the same rep called the same contact from the softphone and the log was saved between 2 minutes before the call was dialled and 15 minutes after it ended. The Logged for a softphone call column shows how many calls logged by hand were such records, so Total calls is Softphone calls plus Logged by hand, less Logged for a softphone call, on screen and in the CSV. Softphone calls is the same count as the Call Log under Calling for the same dates. Answered, the answer rate, Conversations and Talk time come from softphone calls and mean what they mean in the Call Log: Answered is what the carrier reported, answering machines included; the answer rate leaves out dials that did not connect; Conversations are calls the rep tagged Connected. Appointments set and Converted count the prospects each member moved to the Appointment Scheduled or Converted stage in the period, whether from Log a Call, the lead panel or the pipeline, the same way the managed weekly report counts meetings booked. A prospect two members both moved counts for each of them, and once in the team total.

Outcomes. The Call outcomes table shows what the rep ticked after each softphone call (Callback, Voicemail, No answer, Not interested) and the outcome chosen for each call logged by hand, with a column for every stage.

Who sees what. Opening the report needs the Export Reports permission, on the Scout plan and above. Whose calls it counts follows the Call Log: the Super Admin and any role with See all calls see the whole team, a member with the Calling permission sees only their own calls, and a role with neither sees a message naming the permission it needs. Call costs never appear in the report.

Asking in plain words. The Copilot answers the same figures for any period, for example "how many calls did we make yesterday, by agent", "how did Sarah do last week" or "talk time this month", scoped the same way. An AI you connect over MCP can ask with the get_call_stats tool.