How to Set Up the Appt|Note|Task by Action Report

The Appt|Note|Task by Action template allows you to compare the results of one Action type to another Action type. This is perfect for companies who place calls and wish to compare the number of connections they make vs the number of voicemails they leave. But of course, there are many other ways to use this. 

Search for the Appt|Note|Task Template

To begin, click the “+” icon on your dashboard and type “Appt” into the search bar. Then, select the Appt|Note|Task By Action template.

highlighted appt|note|task by action report in template library

Chart Tab

Display Type

There are four different options available to you for your chart type. All will work, but since you are comparing charts side-by-side, I’ll use the Column type.

display type options of the appt|note|task report

To Stack, or Not to Stack?

You can choose to stack or not stack the results. Stacking can make it a little more challenging to clearly see leaders and last placers. On the flip side, it does nicely total all types together for each interval displayed.

option to stack the results in columns for the date range interval


Lastly, check the Show Total Number box to see the value in the top right-hand side of the graph.

show total number check box

Options Tab

Record Type

Navigate over to the Options tab. First select the type of records you want to include in the report. I’ll check Notes and Tasks.

select whether you want to include appointments, notes, and tasks in your results

Value to Show

Because both the contact note and contact tag relations ship is 1 to many (i.e. You can leave multiple voicemails for a single contact) resulting in multiple notes and tasks completed, it’s important for you to decide whether you want to display your results summarized by people, or whether you are wanting to see your results detailed by total efforts completed.

So let’s select the value to show. Choose the first option to show the total number of Notes and Tasks. Choose the second option to show the total number of unique contacts with these.

select the value that you want to be displayed

Date Range

Next, set the date range you want to look at. I’ll look at Month to Date and break it down into Days.

select the date range you would like to display the results in

Display Interval

select the display interval for the results. days, weeks, or months.

Criteria Builder

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

use the criteria builder to filter down the results even further.

Once you have your alerts set, click Save Preferences on This Widget.

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