Pull activity reports for Alerts, Sales Calls, and Tasks to measure activity, find areas of improvement, and/or create a weekly plan.
The most flexible and powerful way to run activity reports is by building an advanced search in the Activity list.
Handle has several built in reports to help you stay on top of high priority items with your customers. With Alerts for example, you can create lists of Alerts by status or Type.
Access External Reports
Handle has several built in reports to analyze and review your data. External report links can be used in place of default reports. We can add additional items to the reports screen that can be configured to point to any external url.
Ex. Build your own crystal or SQL reports that can be linked into Handle.