Mercury Nexus is designed to save you time and the reporting functionality does just that. Gain an overview of your staff’s activities in seconds using the Tasks Completed report.
How do I report on tasks that have been completed?
You can generate a report as follows:
In the CRM app, select Reports from the main left-hand menu.
Navigate to Database Activity in the top menu.
Select Tasks Completed.
From here you can choose to customise the report using the following filters:
Select the User from the drop down.
Choose a Date range to report on.
Select the task Type.
The report will automatically generate based on the filters you select. Highlighting an entry will bring up a preview of the task.
Right click on the table Export the data into Excel.
