Filtering activities in Repsly allows you to sort and key in on specific activities. You can narrow down results, which will allow you spot check certain dates, forms, reps or places. This can help better the management process and increase team success.
Filtering from the main page is broken down into 3 sections
- Field Activities
- Additional Filters (Reps, Place, and Territory)
The steps below will provide ways in which to use all three sections of the Filters tab.
1. Click on the Activities tab to filter activities. This allows you to filter which activity you are looking to dive in to.
2. The date filter allows you to filter by date range. The Backoffice user can look at data for a specific day, week, month, or even year.
3. The additional filters tab allows you to filter by a specific rep, place or territory.
Applying filters will allow management to see and analyze specific activities, people or places in order to manage and analyze data more consistently.
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