Activities, Period

This page describes the Activities, Period report in the CRM module.


Using the Display Groups setting in the System module, you can divide the employees of your company into groups. These groups might represent different types of work or the various departments in your company. The Activities, Period report uses a timetable format to display what each member of a particular Display Group is doing for each day of the report period. The information is taken from Calendar Activities.

The example report illustrated below shows the Calendar Activities of the members of the "Sales" Display Group for the second week in July. The descriptions come from the Text field in the header of each Activity. The report uses the default working day of 8:00 - 18:00. An Activity is listed separately for each Person included in the Persons and Cc fields. If a Person has more than one Activity beginning during an hour, only the earliest one is shown. Private Activities will be shown in the report.

The 'Specify Activities for Period' window will be opened when you double-click (Windows/Mac OS X) or tap (iOS/Android) 'Activities, Period' in the 'Reports' list in the CRM module:

Paste Special    Reporting Periods setting, System module
Enter a reporting period: Activities with Start Dates that fall in this period will be shown in the report. To produce a report for a particular day, simply enter the date once and it will be converted to period format automatically.

Display Group
Paste Special    Display Groups setting, System module
Enter a Display Group: the report will show the Activities of each Person belonging to that Display Group. You must specify a Display Group, otherwise no report will be produced.

Time Class
Paste Special    Time Classes setting, Job Costing module
As a default, the report displays Activities whose Start Time is between 8:00 and 18:00. If you want to use a different working day (e.g. 9:00 - 17:00), set this up in a Time Class record and then quote this Time Class when producing the report.

Use these options to determine whether the report is to list Time Activities, Profile Activities or both.

Reports in the CRM module:

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