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Check-out Report: Contact Activity
Check-out Report: Contact Activity

Have a quick overview of which team members had the most check-outs and how many of those were overdue

Mathilde avatar
Written by Mathilde
Updated over a week ago

Our Check-out Report for Contacts displays a check-out summary per Contact. This report shows you how many check-outs each team member has completed, how many of those were overdue and how many items they've had in their care during a certain period of time.

Enabling the Reporting add-on

  • Click Settings in the bottom left corner of your screen

  • Click Add-ons

  • Scroll down to Reporting

  • Make sure it's activated

Using your Check-out: Contact Activity report

  • Go to Reports

  • Go to the Check-out section

  • Choose Contact Activity

  • Select the timeframe by clicking on the date in the top-right corner:

  • Add extra filters by clicking on the advanced search icon:

  • Or filter by custom fields:

  • Choose to Print or Export your report in the top-right corner:

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