Activities Marked As "Done" In Bulk - Not Showing On Report

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Ryan Swigert
Ryan Swigert Member Posts: 2
edited July 2022 in Sales CRM #1

I had 10 activities set-up for today. The activity was to send an email. I filtered the people to the appropriate 10, and then 1) Selected all and "Send Email to Group", and then 2) Selected all and bulk edited the task to be marked as Done.

However, when I look on my Report for activities for Today with the status of Done, nothing shows up.

Any ideas on how to get the completed activities to show up in the report?

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited April 2022 #2
    Options

    Are you looking at the activities view?

    If so, use a custom range for due date on the top-right.

     

    If you're talking about insights, can't say much without looking at the configuration.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

  • Ryan Swigert
    Ryan Swigert Member Posts: 2
    edited April 2022 #3
    Options

    Are you looking at the activities view?

    If so, use a custom range for due date on the top-right.

     

    If you're talking about insights, can't say much without looking at the configuration.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Hi Amit,

    Yes, in Insights the activities are not showing up. The configuration is:

    Add Time is Today

    Status is Done

    (I'm the only user in the system)

    Activities that I've completed singularly show up, but not the activities that I marked as Done via a Bulk Edit.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited April 2022 #4
    Options

    Are you looking at the activities view?

    If so, use a custom range for due date on the top-right.

     

    If you're talking about insights, can't say much without looking at the configuration.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Change the Add Time field to Marked as done time.