Pharma Activity Report

Purpose

Activity Report displays all information required for performing the planned activity within one page.

In this section, learn about Activity Report interface, how to configure report settings and customize tabs on the Activity Report page for each activity.

Main Terms

  • Activity Report Tab

    A tab that displays all information required for activity within one screen.

  • Activity Layout

    Page layout controls the organization of fields, custom links, and related lists on the Activity Report pages.

  • Activity Type

    A diversification of activities according to the purpose. In the CT Pharma package the Visit, Event, Timeoff, and Joint Visit record types are available by default.

  • 1:1 Visit

    Activity type for a face-to-face meeting.

  • Pharma Event

    Activity type to track meetings with multiple participants.

  • Timeoff

    Activity type to log vacations and days off.

  • Joint Visit

    Activity type used for managers to schedule activities with their subordinates.

  • Company Product Tab

    An entity to track your company products or assortments within a visit.

    The corresponding related tab of the Activity Report provides an audit of the company’s products and assortments.

  • Competitor Product Tab

    An entity to track competitor products within a visit.

    The corresponding related tab of the Activity Report tracks the competitor activity for particular clients.

  • POS Materials Tab

    An entity to track the marketing materials distributed during a visit.

    The corresponding related tab of the Activity Report tracks the marketing materials distributed for particular clients.

  • Special Tracking Tab

    An entity to set and track the tasks and objectives for the active marketing cycle within a visit.

    The corresponding related tab of the Activity Report is used to set the objectives for the specific clients within the marketing cycle.

  • Event Members

    An entity to hold information about attendees of the event.

    The corresponding related tab is used to add attendees to an event.

  • Expenses

    An entity to hold the spendings of the event.

    The corresponding related tab tracks the spendings of an event.

Process Description

  1. A representative is opening the created activity and see the fields to fill in with details depending on the activity type.

    • Detailing information could be created due to the marketing cycle if applied.

    • Detailing information is displayed due to the marketing cycle and will be created if details are entered by the representative.

  2. A representative can switch the activity using the pre-defined filters.

  3. User can plan the next call from the Activity Report page

  4. User can manage objectives from the Activity Report page.

  5. User can view details only for the submitted activity.

Setup Steps

  1. Set up Activity Report page layouts.

    • 1:1 Visit

    • Pharma Event

    • Timeoff

    • Joint Visit

  2. Set up Activity Report filters for the Activity Report tab.

  3. Customize Activity Report related tabs per visit and event record types.

    • Add the Company Products, Competitor Products, POS Materials, and Special Trackings related tabs to the Activity Report for a visit.

    • Add Event Members and Expenses related tabs to the Activity Report for an event.

  4. Set up access to Activity Report by overriding buttons.

You can also customize these tabs for each Profile on the CT Pharma Control Panel: Activity Report tab.

See also:

``