Documentation Index
Fetch the complete documentation index at: https://docs.unifiedcrm.ai/llms.txt
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In this how‑to video, you learn how to build detailed engagement reports in UnifiedCRM by selecting List or Graph views, filtering on specific record or user activities (including meetings, asset views, or AI‑agent actions), drilling down into individual users or event types, grouping data by periods, and segmenting results by workspace—enabling you to visualize trends and pinpoint exactly who did what, when, and where across your entire platform.