Activity Overview


Moe avatar
Written by Moe
Updated over a week ago

Uploading your activity data enables you to track specific activities your agency has completed and review trending reports for transparency on the Agency's performance.

This article covers the following:

  • How to create an activity

  • How to add your data into AgencyZoom

  • How to review the activity data/reports

How to create an Activity

  • Click on Activities from the main menu

  • Click on Activity Types to add a new activity

  • Click Add

  • Input the Activity Name, Benchmark (daily goal) and who the activity Applies to

  • Click Save when done


How to add Activity data into AgencyZoom

For any activity that is assigned to a staff member, they will be able to manually log their data by:

  • Click on Activities 

  • Locate the Acitivty Logger

  • Log data for the corresponding day

  • Save

How to review the data/reports

You have 3 different report options, all of which can be found under the Activities tab. Here's a brief explanation for each of the reports.

  • Daily Activity Summary: Review activity data by LSP from a daily view

  • Monthly Activity Report: Review activity total for a specific month, with ranking and averages

  • Agency Activity Trending: Review trending reports based on historical data for the entire agency

 Still have questions? Contact Support.

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