Consult Activity Log and Download Check-in Report

Modified on Tue, 31 Mar at 9:36 AM

The Sales Expert module offers two complementary tools to track your team's field activity: the Activity Log (online consultation) and the Check-in Report (downloadable export). These two tools have distinct uses — it is important not to confuse them.

? Activity Log	? Check-in Report
Consultation only (not downloadable)	Downloadable Excel export
View of all user actions	View of check-ins only
Filterable by person and period	Filter by period and representative
Ignore days with no activity (optional)	Includes orders, notes, tasks, distance

⚠️ Critical point

The Activity Log is not exportable. It is a consultation view only.

To download visit data, use the Check-in Report exclusively.

The Activity Log

How to access it

In the menu, go to Sales Expert > Activity Log.
Select a representative from the dropdown menu (or leave on "All").
Define the desired period.
Enable the "Hide days with no activity" option to filter out inactive days.

What you see

The log displays, for each user and each day, the chronological list of all actions performed: check-ins, orders created, notes, tasks, record updates.

It is the ideal tool to answer the question: "What did [representative X] do today?"

The Check-in Report

How to download it

In the menu, go to Sales Expert > Check-in Report.
Select the period and, if desired, filter by representative.
Click Download. An Excel file (.xlsx) is generated.

Excel file content

Each line of the report corresponds to a check-in. The available columns are:

Column	Content
Date and time	Timestamp of the check-in
Representative	User who performed the check-in
Point of sale	Customer visited
Real distance	Distance measured between GPS position and customer address
Attached orders	Order numbers created since check-in
Notes	Notes added during the visit
Tasks	Tasks created or completed
Checklist	Number of items completed / total of the checklist

✅ Good practice

Use the "Real distance" filter to identify check-ins performed far from the declared point of sale.

An empty "Attached orders" column indicates a visit with no orders created since check-in.