Activity Reports

The Activity Report in Big Biller allows you to see how many Activities were logged by each user for a specified time frame. The report is driven by Completed Activities.

To run a new Activity Report:

  • Navigate to Reports in the Main Navigation Bar
  • Click on the plus sign icon  to the right of the Activity Reports header

  • After giving your report a name, use the report builder at the top of the page to specify which Activities you would like to review
    • The report will always default to all Users, all Activity Types, and all Records completed today
    • The report will be set to a private status by default, but you can share the report with the other users in your firm using the Share with Users drop-down
  • Click the Run Report button to generate results

  • Depending on the size of your report, it may take some time to run
    • You’ll be dropped to a loading state while the report is generating
    • You can either wait on this page, or leave and continue working within Big Biller while your report is prepared

  • You’ll see a new notification  in the top right corner of Big Biller once your report is ready to view
    • As soon as the report is available to view, you can access it at any time from the Reports Dashboard or by clicking on the corresponding notification

  • Once your results have populated, you can toggle between the Table View, the Table Details View, or the Graph View
    • Keep in mind that the Table and Table Details Views allow you to sort by column

managing weekly activity with table table details graphs and activity type

  • Table View is a high-level overview of Activity counts by User
    • This view will also show totals by User and by Activity Type.

  • Table Details View gives you a breakdown of the activities listed in the Table view
    • Each activity will be listed and sorted alphabetically by Activity Type by default
    • This view also includes the Assignee, Completed Date, Related Records, and Details of each Activity

  • Graph View shows a bar graph of Activity Types by User
    • Hovering your cursor over a specific bar will display a count for that specific User and that specific Activity Type

Click here to learn more about exporting reports