Viewing an Activity from an Activity Report

Run an Activity Report

1. Navigate to Reports and select a Standard Activity Report or +Create a custom report

   • To view an activity report from a recently sent bulk communication (email or text), navigate to the sent summary page and click to view the associated activity report

2. Once the report has run, locate an activity you wish to open the details for

3. Select the +next to the display name to reveal the activity details

4. Select on Open Record to open the Activity details page in a new tab

Edit an Activity

1. Once the activity details page is open, click the Activity Actions icon in the top right (3 vertical dots)

2. Select Edit to open the Activity Slideout

3. Make any desired changes and click Save

Delete an Activity

1. Once the activity details page is open, click the Activity Actions icon in the top right (3 vertical dots)

2. Select Delete

3. Confirm the deletion request on the pop up box

Upload a Document to the Activity

1. Once the activity details page is open, click the Upload button to upload a Document file

   • Documents uploaded may be in PDF, Word, Excel, or an Image format