Tips & Hints for Sales Management

Reporting on Your Team’s Activities

Libra OnDemand and Salesforce.com reporting tools provide an easy way to view and monitor your team’s activities. You can view all scheduled tasks and events by each sales rep, as well as see the history of completed activities. This provides you with an easy way to see what’s going on in your team, what new opportunities your sales people are working on and if there are any items that require attention.

Activity Reports

This folder contains standard activity reports, providing activity information for yourself and your team.

1. Click on the Reports Tab and select the Activity Reports folder from the Folder pull-down field.
2. Open the Tasks and Appointments report by clicking on the report name.
3. In Report Options, select the Time Frame to specify the dates for which you want to see the information.
4. In the View field, select if you want to see your own activities, your team’s activities or activities that you have delegated to others.
5. In the Show field, specify whether you want to see Open, Completed or Open and Completed activities.

Customizing and Saving Reports

Each report can be customized and saved as a new report for future use. You can also configure reports to run and be emailed to you automatically on a pre-defined schedule.

1. You can customize any report by using the Report Options fields or clicking on the Customize button. Please see the Tips and Hints document for Custom Reports for additional information on report customization.
2. To save the parameters of a custom report, choose Save As. Specify a report name and a description. Both the name and description display on the Reports tab.
3. To overwrite the existing custom report with your changes, choose Save. When saving a custom report, administrators can put the report in a folder to make it available for other users.
4. To export a report, click Export Details.

  Original Salesforce.com materials were used to prepare this document.