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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