The User Activity Report provides a per-user summary of client allocation, manual communications, and task performance. It helps you understand how actively and efficiently each team member is engaging with customers.
Available metrics in the report:
Below are the metrics included in the User Activity Report, along with a clear explanation of what each represents:
Metric Name | Description |
Name | The user or team member whose activity is being reported. |
Number of Customers | Total number of customers assigned to the user. |
Total Manual Communications | Combined count of all manual outbound communications (Email + SMS + Calls). |
Average Number of Communications per Customer | Average engagement level per customer, calculated Total Manual Communications / Number of Customers |
Number of manual email messages sent by the user. | |
SMS | Number of manual SMS messages sent to customers. |
Calls | Number of logged outbound calls made by the user. |
Tasks Due (assigned) | Total number of tasks assigned to the user. |
Tasks Open (assigned) | Number of tasks still open or incomplete. |
Tasks Completed | Number of tasks successfully completed by the user. |
Days to Complete Tasks | Average time taken to close tasks. |
