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Enterprise Activity Report Groups

Planning for reporting at the Enterprise level

Updated over 2 months ago

About this feature: An Activity Report Group enables enterprise administrators to report on hours logged for activities across multiple organizations in the enterprise. They are created at the enterprise level and are associated with Activities in the individual department/location.


Create Activity Report Group

  1. Go to Configuration, then click on “Activity Report Group” found in the sidebar under Activities

  2. Enter a name for the Activity Report Group in the field in the heading

  3. Click the [Create Activity Report Group] button

Edit Activity Report Group

  1. Go to Configuration, then click on “Activity Report Group” found in the sidebar under Activities

  2. Mouse over the Options icon beside the Activity Report Group

  3. Click on “Edit”

  4. Make the desired change

  5. Click the [Save] button

Delete Activity Report Group

  1. Go to Configuration, then click on “Activity Report Group” found in the sidebar under Activities

  2. Mouse over the Options icon beside the Activity Report Group

  3. Click on “Delete”

  4. Click the [Delete] button to confirm

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