CRM Tasks and Activities Reports Guide

How to use task and activity reports in QBM to review follow-up workload, priorities, ownership, and outstanding action items across CRM work.

Sales & CustomersCRM ReportsEnd-User Guide

Overview

Task and activity reports help teams understand what follow-up work is planned, who is responsible, and where important actions may be delayed.

Typical use: These reports are useful in sales meetings, support meetings, and daily activity review.

Reports Covered

ReportUse It For
Tasks by Assigned To ReportReview follow-up workload by the person responsible.
Tasks by Category ReportReview task types or business categories.
Tasks by Item ReportReview task activity linked to a product or service item.
Tasks by Job ReportReview tasks linked to a project or job.
Tasks by Location ReportReview activity by branch or service location.
Tasks by Owner ReportReview record ownership and accountability.
Tasks by Priority ReportReview urgent versus routine follow-up work.
Tasks by Status ReportReview whether activities are open, completed, or still pending.

Common Filters

Field Or OptionWhat It Means
Date / Date RangeLimits the report to the activity period being reviewed.
Assigned To / OwnerFocus the review on responsibility and follow-up accountability.
StatusReview open, completed, or pending work.
PrioritySeparate urgent activity from routine work.
Category / Item / Job / LocationReview tasks from the business angle that matters most.

When To Use Which Report

  • Use by Assigned To for daily control of team workload.
  • Use by Status to clear delayed or incomplete activities.
  • Use by Priority to monitor urgent follow-up work.
  • Use by Job or by Item when CRM work supports projects or products.

Best Practice

  • Close or update tasks as soon as work is completed.
  • Review overdue activities separately so urgent follow-up is not missed.
  • Use these reports together with lead, opportunity, and case reports for a full CRM view.
Important: Task reports are only useful when activities are updated consistently. If the team leaves tasks open after completion, the report will overstate workload.