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How to enable Auto Create Report option for any activity?

Reports are very valuable for any business organisation as it helps in making analysis of performance, future forecasts, key areas for improvement and decision making. Making reports is a very hectic & time consuming process. 

FeetPort provides you the feature to create the report for any activity. Just enable the option for 'Auto Create Report' and it will create reporting format for all the activity fields as per requirement.

Learn how to enable this feature for any activity:

  1. From Navigation Menu, go to Configuration module and then click on Activities sub-module.
  2. Click on the pencil icon of the activity in right hand side to open the activity.
  3. Go to the Settings tab.
  4. Click on General tab. A side window will appear.
  5. Click on Advanced for more settings.
  6. Scroll down to Enable Auto Create option and select the activity fields that you want in report.
  7. Click on Save to update the activity.
  8. You can view and download the report under Performance Reports in Reports & Analysis. ( Click here to know about downloading reports-How to view & download performance reports? )