Reports
Activity Report - calls, visits, transactions and to-dos
Run the Leadnote Activity Report for calls, field visits, transactions or to-dos by user and date range, then print it or download it as CSV.
The Activity Report lists what your team did over a date range. Pick a report type (Call, Field Visit, Transaction or To-do), choose users and dates, and the table, daily chart and totals appear. Open it from Reports, then Activity Report.
Run a report
The page has numbered steps. The report loads by itself once the steps are filled in. There is no Run button.
- Report type: choose Call Report, Field Visit Report, Transaction Report or To-do Report.
- Users: if your organisation has teams, a Team filter appears first. Then choose people in Team members. The default is All users.
- Report timeline: set From and To. The page starts with the last 30 days up to today. The To date cannot be in the future, and one run can cover at most 366 days.
- Currency: only for the Transaction Report, see below.
Owners and Managers can pick any user. L1 and L2 users are locked to themselves, plus their teammates when team visibility is on. Lead names appear in rows only for leads you can open.
What each report lists
| Report | Date used | Columns | Totals shown |
|---|---|---|---|
| Call Report | When the call was logged | Date & time, Team member, Lead / customer, Company, Mobile, Direction, Duration, Comment | Incoming, Outgoing, Total talk time |
| Field Visit Report | When the check-in or check-out happened | Date & time, Team member, Check-in / out, Customer, Contact, Location visited, Visit notes | Check-ins, Check-outs |
| Transaction Report | When the document, payment or deal was created | Date & time, Team member, Transaction, Number, Customer, Currency, Amount, Amount in your base currency, Status | Invoiced and received |
| To-do Report | Due date, or created date if there is no due date | Due, Task, Category, Priority, Status, Assigned to, Created by, Lead, Completed on | Completed, Open |
Above the table, pills show the number of records and members, and a line chart called Activity per day shows the daily count.
Call Report. Calls come from the call button on a lead and from telephony connections. Direction is Incoming or Outgoing. Duration is filled only when a call carries a recorded duration. See telephony and click-to-call.
Field Visit Report. Check-ins and check-outs are recorded in the mobile app. See locations visited report.
To-do Report. A to-do appears if it is assigned to one of the chosen users or created by one of them.
The Transaction Report
This report mixes four kinds of rows: quotes, invoices, payments and deals won. Quotes show Draft, Sent or Converted. Invoices show Unpaid, Partly paid or Paid. Payments show Received with the payment method. A deal won shows the stage name.
Each row keeps its own Currency and Amount. The base currency column converts the row at the rate saved on the document, payment or deal. A row with no usable rate shows a dash in that column, and the hover text says it is not part of the total. The Currency step offers three views:
- Base currency adds up in your base currency.
- Native shows the total as one figure per currency.
- Currency converts everything into one currency you pick.
A notice under the chart lists any rows left out of the total because they have no exchange rate. Owners and Managers get a link to add the rate.
Preview, print and download
The screen shows the first 200 records and says "Showing the first 200 of N records. Download the report for the complete list." Use Download Report for a CSV with up to 5,000 rows. The file name looks like call-report-2026-10-01-to-2026-10-29.csv. Print prints the report without the menus and filters, with a heading that carries the report name, your organisation and the print date. Details are in export and print reports.
Not sure what the columns look like? Click Download Sample Report at the top for a small example CSV for the selected report type. It uses made-up data.
On the mobile app
The Activity Report is a web report. In the mobile app, Reports lists it under "More reports on the web" and opens it in your browser.
Frequently asked questions
Why does the screen show only 200 rows?
The screen is a preview of the first 200 records. Use Download Report to get up to 5,000 rows in a CSV file.
How long can the date range be?
At most 366 days in one run. Pick a shorter range or run the report twice for longer periods.
Why is the Download Report button greyed out?
Exporting needs the Reports export permission, which by default only the Account Owner and Managers have. Ask your Account Owner to change it in the permission matrix.