Sales Optimizer Tasks Report Overview

Accessing Sales Optimizer Tasks Reports

The Sales Optimizer Tasks report is one of many available sales reports. When used alone, it can show when and how users are completing reports. When used together with Lead Gen & CRM's other sales reports, it provides a complete picture of how sales are being attended to. 

The Sales Optimizer Tasks report is housed with Lead Gen & CRM's other sales reports.

Click Sales Optimizer > Sales Optimizer Report to access the Sales Optimizer Tasks report from the left toolbar.

Understanding Automation Tasks Reports

The Sales Optimizer Tasks report provides an at-a-glance view of all tasks currently assigned to users, as well as how those users are going about completing their assigned tasks.

This information changes based upon the selected timeframe. The Sales Optimizer Tasks report displays the following information:

When viewing the available information, click the      Sort carets to sort by alphabetical, ascending, or descending order. The displayed order depends upon the particular information column.
 

Configuring Sales Optimizer Tasks Reports 

If you have many different users or tasks attributed to users, you may find that it becomes difficult manually searching the available information. To better find the information you are looking for, consider using filters to show only the information you need.

With filters, you can display information by:

• A specified timeframe for due dates
• Individual task types
• Individual users and their user tags

To configure displayed report information, do the following:

1. In the left toolbar, click
   Sales Optimizer > Sales Optimizer Report.
   
   

    

2. Click the Task Due Date text field in the Filters panel. Select the desired starting and ending date from the calendar menu that appears.
   
   

    

3. Click the Task Types text field. Select any or all of the following task types:
   • Call Tasks
   • Email Tasks
   • General Tasks
   • Meeting Tasks
   
   

    

4. Click the Users and User Tags text field. Select any or all of the listed users and user tags.
   
   

    

Once you have configured your desired filters, filtered results will display in the information table.

Note: When selecting starting and ending dates, click any of the available preset date periods to display tasks for those periods of time. When selecting users or user tags, type the name of a user or user tag to quickly find that information. To clear your filter settings, click Reset Filters.

Saving Sales Optimizer Tasks Reports

To save configured Sales Optimizer Tasks reports, do the following:

1. In the left toolbar, click
   Sales Optimizer > Sales Optimizer Report.

    

2. Configure any desired report filters.
3. Click    Options > Save Report.

    

4. Enter a title for the report in the modal window that appears.
5. Click OK.

    

Saved reports can be scheduled from the    User Settings menu.
 

Scheduling Sales Optimizer Tasks Reports

To schedule Sales Optimizer Tasks reports and send them via email, do the following:

1. In the left toolbar, click
   Sales Optimizer > Sales Optimizer Report.

    

2. Configure any desired report filters.
3. Click    Options > Save and Schedule Report.
   
   

    

4. Enter a title for the report in the modal window that appears.
5. Click OK.
   
   

    

6. Set the Should this schedule be enabled? toggle to Enabled.
7. Enter the names of desired users or tagged groups in the Send this report to these users or tags text field.
8. Enter a subject line for the scheduled email in the Email Subject text field.
9. Enter the message that will be displayed in the email's body in the Email Message text field.
10. Select the desired report to send in the Select a report to send drop-down menu.
11. Select one of the following options in the Select a time to schedule the report section:
    
       •   Send immediately forces the email to
            send as soon as the scheduling is
            complete.
    
       •   Schedule for later uses a calendar to
            select a desired date and time to
            schedule reports.
    
    

     

12. Select the frequency you would like the report sent in the Repeat drop-down menu.
13. Optionally, click the Delete schedule upon completion checkbox to delete the scheduled report after scheduling the report.
14. Click Done
    
    

     

Note: If you have already saved this report, Save and Schedule Report will instead be listed as Schedule Report. By default, the Select a report to send drop-down menu will display the report you just saved.

Exporting Sales Optimizer Tasks Reports

To export Sales Optimizer Tasks reports as data files, do the following:

1. In the left toolbar, click
   Sales Optimizer > Sales Optimizer Report.

    

2. Configure any desired report filters.
3. Click    Options.  Select one of the following export options:
   • Export to .PDF
   • Export to .CSV
   
   

    

Questions?