The Activity Feed Report in Deal Manager displays activity type (comment, task, tour, event) and associated comments. It supports advanced filtering, layout customization, and export options for detailed reporting and analysis.
🚪 How to Access the Activity Feed Report
To open the Leasing Activity Report:
Navigate to Reports > Deal Manager Reports > Activity Feed Report
🔍 Filtering the Report
Available Filters
At the top of the report, users can filter deals using the following criteria:
Property
Deal
Created Date
Additional filters under the “More”
Applying and Saving Filters
Click the green Search button to apply selected filters.
Click the Save button to store filter sets.
Access saved filters via the Saved Filters dropdown
💾 Saving and Sharing Layouts
Users can create and manage custom report layouts:
Creating a Layout
Make desired edits to the report.
Click Save As to:
Name the layout.
Set it as the default view (optional).
Managing Layouts
Edit, rename, or update existing layouts.
Share layouts with other users in your environment.
This feature is ideal for tailoring report views to specific roles or departments.
📤 Exporting and Printing the Report
Export Options
Use the black hamburger menu to export the report:
Export All Data: Full report export
Export Visible Data: Export based on current layout and filters
Formats supported: Excel and CSV