- [Instructor] Sales Activity shows what we are selling,
billing and shipping.
To look how we are selling, I'd use the Activity Reports.
There are two Activity Reports
you can use an SAP Business One.
The first is, My Activities Reports,
which lists activities generated by the current user.
You can find it's either in the CRM module as a shortcut
or in Business Partner Reports.
And I'm going to use the Business Partner Reports
one last time.
And so I'll go here, Business Partner Reports,
and you'll see on top here, My Activities.
And so go ahead and click that.
It's a very simple report.
This is a simple list of activities we can explore
by golden arrows.
So I can just click on one of these
and look at the activity.
Very simple.
It's all going to be one user.
And that's the current user, as you can see here.
The second report, which I'm going to close this up now
is the Activities Overview.
This one's a little more sophisticated
because it lets you sort by many different ways.
You can do the same thing as you did before
by using a User, an Employee, a Recipient List,
you can do things by BP Codes as well.
So if you want to have a range of BP partners.
So for example, we can do our Huli Pizza ones here.
So I can do from C314
and do just Huli Pizza Company
and we'll include Carpentaria and I can hit okay.
And I'm going to get all these
and these are just all phone calls.
Cause if you go back here,
I have my activity set to Phone Call.
I can actually change that to All Activities, hit okay.
And I still have only Phone Calls,
but if I had another activity,
it would now show up as a separate activity here.
Let's say a meeting, but we only did phone calls
cause we were talking long distance.
You can also do the source types.
Is it an Opportunity, a Service Call
cause I'm just to look at the ones
that came from an Opportunity, I can do that.
What my meeting location is?
Is it a Business Partner Address, a Zoom Meeting,
whatever that might happen to be
all the different types of things we had is it General
or Support Call for example.
And if I had special subjects
that I had already listed here.
So I have all of those possibilities for this report.
I also have one that we had on the other report earlier.
This is this Properties button.
And if you hit the Properties button,
you may remember properties from Business Partners
where you had a whole series of properties
that you could just check.
So I unchecked the ignore properties.
I can actually use these and say that I'm interested
in any activity from someone
with 11 to 50 employees, for example.
And I'm going to ignore this anyway,
because we're not going to worry about it here
and I'm going to hit okay.
And that's essentially what you would do with this report.
This report can be used for the track,
how you are using time,
how certain customers handle the sales process
and often finding that one activity you need to look at.
I'm sure as you play around with the search function
on this, you can find even more uses for the report.