Solve360 Discussion Forums

Looking for feedback on Activity Reporting

Jun 30, 2009 10:37am Steve Ireland Administrator 177 posts	We’re working on a new feature that will report on activities across all contacts, companies and projects. This differs from Next Actions, Opportunities etc in that you will be able to report on any activity type to collect key performance indicators about how effective your people and processes are. Instead of just setting up a general filter with a few useless charts we’d like to put a “sharp edge” on this feature so it actually answers some relevant business operations questions that you can react to and make better/faster decisions. We’d love to hear what info you think you could glean from your activities that would actually help you get a better idea of how things are going. Please post your comments here or email our support team.

Jul 01, 2009 02:39am tkfirstteam Aficionado 20 posts	I am an independent contractor without a staff so I don’t really have a need for operational reports, but I really (really) would love a simple way to print out Activity Reports (with an editable date range) for each project blog. Don’t get me wrong, I think the current feature that allows us to publish a project blog for clients to see via the internet is great, but I have found that my clients also enjoy receiving something tangible in the mail from me. A feature that could allow me to print out activity reports on all my project blogs (with 1 or 2 clicks) and mail them to my clients could really help give me an edge over my competition. Thanks for listening!

Jul 02, 2009 11:22am Floydie Lyncean 57 posts	For me the new report would be useful if it linked: - logged/scheduled events and milestones with - information content and discussion about documents and stakeholder feedback. The success of our development work is often associated with being able to reflect and react to new possiblities and realities DURING the development process. The trail of learning on the journey from reality A to new reality Z is very important. We still have more predictable linear plans associated with getting from from objective A to planned result B, but these are easier to schedule with other tools.