Report Schedule Activities

Gain full visibility over your team's scheduled and executed activities, all from a single report

• View all scheduled activities across partners in one centralized report.

• Track executed activities with date, responsible user, and outcome details.

• Filter and group activities by partner, activity type, deadline, or assigned user.

• Monitor overdue and upcoming activities to keep your team on track.

What This Module Provides

• Scheduled Activities Report — a real-time overview of all pending activities linked to partners.

• Executed Activities Report — a historical log of completed activities for audit and follow-up.

• Partner-based Activity Reports — activity summaries scoped per partner for account management.

• Seamless integration with Odoo's native mail and contacts modules.

Benefits

• Improve team accountability by making all activity commitments visible and trackable.

• Reduce missed follow-ups with a clear view of what is pending and what is overdue.

• Support management reviews with structured, filterable activity data.

• Ideal for sales, customer success, and support teams managing large partner portfolios.