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User Activities

This report is a list of the current user's Activities, including Activities of all Task Types. These are Activities in which the initials of the current user are included in the Persons or Cc fields. For each Activity, the report shows the Activity Number, Start Date, Activity Type, Calendar Type (Time, Profile or Don't Show) and Text.

When printed to screen, this report has Hansa's Drill-down feature. Click on any Activity Number to open an individual Activity record.

Period
Paste Special    Reporting Periods setting, System module
Enter a reporting period: Activities that are not Done whose Start Dates fall in this period will be shown in the report. Using the options described at the end of this section, you can also choose to include in the report Activities whose Creation Dates, Last Changed Dates and/or End Dates fall in this period.

Customers
Paste Special    Customers and Suppliers in Customer register
Range Reporting    Alpha
Enter a Customer Number or a range of Numbers to list Activities recorded or scheduled for that Customer (or for the range of Customers).

Customer Class
Paste Special    Customer Classifications setting, CRM module
Enter a Classification Code to list Activities featuring Customers with a particular Classification. If you enter a number of Classifications separated by commas, Activities will only be listed for those Customers featuring all the Classifications that you have entered. If you enter a number of Classifications separated by plus signs (+), Activities will be listed for all Customers featuring at least one of the Classifications listed. If you enter a Classification preceded by an exclamation mark (!), Activities will be listed for all Customers featuring any Classification except the one listed.

For example:

1,2
Lists Activities for Customers with Classifications 1 and 2 (including those for Customers with Classifications 1, 2 and 3).

1+2
Lists Activities for Customers with Classifications 1 or 2.

!2
Lists Activities for all Customers except those with Classification 2.

1,!2
Lists Activities for Customers with Classification 1 but not those for Customers with Classification 2 (i.e. those for Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.

!1,!2
Lists Activities for all Customers except those with Classification 1 or 2 or both. Again, note the comma.
Customer Cat.
Paste Special    Customer Categories setting, Sales Ledger
Enter a Category Code to list Activities featuring Customers in a particular Category.

Project
Paste Special    Project register, Job Costing module
Enter a Project Number to list the Activities relating to that Project.

Exclude Calendar Type
Use these options to exclude Activities of various kinds from the report.

Exclude Starting in Period
Check this box if you want Activities whose Start Dates fall in the report period to be excluded from the report. If this box is checked, you must check at least one of the three boxes below, otherwise the report will be empty.

Include Created in Period
Check this box if you want Activities created during the report period to be included in the report.

Include Last Updated in Period
Check this box if you want Activities last updated during the report period to be included in the report.

Include Done in Period
Check this box if you want Activities whose End Dates fall in the report period to be included in the report.

If this box is checked, both Activities marked as Done and those not marked as Done will be included in the report. Otherwise only Activities that are not Done will be shown.