> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/admin-portal/reports/follow-up-report.md).

# Follow-Up Report

Details like due and missed follow-ups by the user are presented in this report

The report **highlights** key details such as due and missed follow-ups by the user.&#x20;

It **tracks** upcoming follow-ups, **helping users** stay organized and meet deadlines.&#x20;

Missed follow-ups are flagged, **offering insight** into potential gaps in task management.&#x20;

This data **allows** users to prioritize their workload more effectively and improve accountability.&#x20;

{% hint style="success" %}
By **monitoring** **these metrics**, users can enhance their productivity and prevent missed opportunities.
{% endhint %}

### To view the **Follow-Up Report,** follow these steps:

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1. Go to the "**Reports**" option from the left-hand tab of your screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F2VHRLiy0F4LNeuosgeOJ%2Fimage.png?alt=media&amp;token=57215716-9ed3-41ed-89e7-c2593e6d465b" alt=""><figcaption></figcaption></figure>

2. A new window will appear, where you need to **click** on the sixth option from the top that is the "**Follow-Up Report**".

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FyYQfwcAugmGNqcdmRnJn%2FFollow-up%20Report.png?alt=media&amp;token=ce31a11c-ee9d-4f4f-a01a-4d994014fbaa" alt=""><figcaption></figcaption></figure>

3. Then another window will appear with the **due and missed follow-ups** of each and every users.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FXmcygWdpduI3dg54lQUl%2FFollow-up%20Reports.png?alt=media&amp;token=126e3197-4aa1-4c98-a92b-702e8f2b19e0" alt=""><figcaption></figcaption></figure>

### The data can be further filtered in multiple ways for better analysis:

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1. **Users Wise:**

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FrAESWWCtbjNO4BF16GeT%2FFollow-ups%20Report.png?alt=media&amp;token=8c7b6ccb-d16a-4252-84a2-88b5e9f585e6" alt=""><figcaption></figcaption></figure>

2. **Managers Wise:**

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FTN7tsKyD5PToRJUqJ1f1%2FFollows-up%20Report.png?alt=media&amp;token=0a43906c-f113-4a07-ab95-0e6006546598" alt=""><figcaption></figcaption></figure>

### Follow-Up Report View Option:

***

This option allows you to **customize the visibility** of specific columns on the dashboard for your analysis.

You can select or unselect particular columns based on the data you want to **focus** on in the report.&#x20;

This **flexibility** ensures that only the **relevant information** is displayed or shared, helping you tailor the report to **meet your specific needs**.&#x20;

By selecting columns according to your **requirements**, you can streamline your analysis and make data-driven decisions more efficiently.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FtKUYDVSwgXOMdJbRKpGB%2FFollow-up%20report%20view.png?alt=media&amp;token=32f8a617-10f0-4651-8fcb-89e09fd0a56b" alt=""><figcaption></figcaption></figure>
