How do I reorder the columns on the pipeline or active project activity report?
Active Project Activity Analytics track activity for Projects (and Deals, Properties, Sales, etc..) that are in the Active Stage. Activities like calls, meetings, emails, and other activity measures related to the project and participants (like clients) are tracked in this report.
The columns on the Active Project Activity Analytics can be reordered in the Activity Measures section of settings.
1.) Navigate to Cloze settings, by tapping on More and selecting Settings.
3.) Tap on the gear icon next to the type of measure you wish to reorder. Select Projects (or Deals, Properties, Sales, etc..). In the example below the Cloze account is configured for real estate so we'll tap on Properties.
- Users - customize measures for leaderboards and activity reports
- Deals (or Properties or Projects) - Customize measures for Deals (or Properties or Projects)
4.) Drag to reorder the measures to reorder them on the Activity Report.
In this example, inquiries is in the first position in this menu, and the first column in the Active Property Activity Report. Viewings is in the second position in this menu, and the second column in the Active Property Activity Report.
Drag to reorder the measures as needed.