CRM Reporting
Drilling into an activity number
Getting from a figure on the report to the actual records behind it, and what to look for when you do.
Last updated September 2, 2026
Every number on the Activity Report can be opened up. Click through and you get the underlying records — the contact or company, the activity type, and when it happened.
What the drilldown shows
The most recent records for whatever you selected: the person or account involved, what kind of activity it was, and the date. Enough to see whether a number is what you assumed it was.
What to look for
- A high number from few accounts. Twenty communications with three customers is account management, not new business.
- Everything logged on one day. A week catching up on Friday afternoon; the dates are guesses.
- Activity with no stage moves. Plenty of talking, nothing progressing.
ALWAYS LOOK BEFORE YOU ACT ON A NUMBER
The drilldown takes ten seconds and regularly changes the conversation you were about to have.
When it is empty
No records for a selection usually means the period or the filter is wrong rather than that nothing happened — check the date range first.