If you have enabled the Workload Report from the Calendar settings, only then you will get this ‘Report’ icon. By clicking on it, you can get the activities for the specific filter.
You will redirect to the new Webpage named “Activity Workload”. You can filter & search the activities as per the Date selection & User/Team selection.
By default, you will get the listing of the records based on the “Activity Type” as per the current day (date). You can select the following filter options:
From – To: It’s a date range, you can get the activity records between the date selection.
Activity Status: Filter the activities based on its Status: Open, Completed, Cancelled, Scheduled & All.
User/Team: Select the required team members (user/team) to check their activities as well if any.
Filter: Click on the Filter icon to get the activity results as per the selected details.
Refresh: Reset the filter selection. By clicking on the ‘Reset’ icon, the activity records will disappear, and the current date activity records will be listed.
Activity Type: You will get the activities under the Activity Type. By clicking on the ‘+’ icon, you will get the activity records.
Activity Count: You will get the total count how many activity records for that Activity Type.
Activity Duration: You will get the total Duration (Hrs) of all the activity records for its type.
Here the filter options are selected for the specific date range. By clicking on the Filter icon, you will get the activity records in under the Activity Type.
By clicking on the ‘+’ icon, you will get the activity records as per the Activity Type.
You can see all the activities with some details in the gird view. You can check the activity details by clicking on the ‘view’ icon.