Generate a Brief Employee Accomplishments Report

To generate a brief employee accomplishments report, follow the steps below.

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Scroll down to the Employee Activity And Performance Reports section.
  3. Click the Employee Accomplishments Report link or icon.

    The Employee Accomplishments Report page appears.

  4. Select employees from the employees list.
  5. Select Activities for which you want to see the accomplishments of selected employees.
  6. Select Customer Activities/Works/Form Submittions/Route as per the previous selection.
  7. Optional: Change Type, if required.
    Type defaults to Date Range.
  8. Optional: Select Month & Year, if you select Type as MTD with target analysis.
  9. Optional: Change From and To dates, if you select Type as Date Range.
    Both From and To default to today.
  10. Optional: Select the Discard Subordinate Activities to Managers checkbox.
    If you do not enable this checkbox, the activities done by employees are added to the managers in the report.
  11. Optional: In Load report as, select HTML or XLS.
    Load report as defaults to HTML.
  12. Click Load.
    The Employee Activity Wise Summary Report is displayed depends on the report format.

  13. Optional: If you opted for HTML, click the number under activities columns to view the activity details.