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HansaManuals Home   >> Standard CRM   >> Activities, Calendar and Task Manager   >> Personal Calendar Report  

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Este texto se hace referencia a la versión del programa 6.2  

The Personal Calendar Report

The Personal Calendar report is effectively a report version of the Calendar. As with the Calendar, it shows Calendar Activities only. They are sorted into Start Date and Start Time order.

When printed to screen, the Personal Calendar has the Standard CRM Drill-down feature. Click on the Start Time or Activity Text of any Activity in the report to open that Activity.

To open the Personal Calendar report, click the [Report] button in the top right-hand corner of any Calendar view. The Personal Calendar is immediately printed to screen. The report period and Person are taken from the Calendar view from where you produced the report. For example, if you produced the report from a weekly view, the report period will be the week shown in the view. The Activities shown will be those shown in the Calendar, with two exceptions: if the Signatures of more than Person are shown in the Calendar view separated by commas, the report will only show those Activities common to all those Persons, not all Activities for all Persons; and Activities marked as Don't Show, which are not shown in the Calendar, will be shown in the report. As in the Calendar, your Private Activities are shown, but those of other Persons are not. For Time Activities, the Cost (Time) (i.e. the time taken to complete the Activity, or elapsed time) will be shown (together with a total at the bottom); no elapsed time will be shown for Profile Activities. The elapsed time figure shows partial hours as decimals, not as numbers of minutes. If an Activity has been marked as Done, "OK" will be shown to the right of the elapsed time.

This screen version of the report contains a number of text buttons, as follows:
New Activity
Click this text (just underneath the report header) to create a new Activity. Its Task Type will be Calendar and its Symbol will be Other. On saving and closing the new Activity and returning to the report, select 'Recalculate' from the Operations menu. The new Activity will then be shown in the report, providing you did not change its Task Type.

Start Time, Activity Text
Click the Text of any Activity to open that Activity record.
To print the Personal Calendar to a printer, first print it to screen and then click the Printer icon or select 'Print' from the File menu.

You can also produce the Personal Calendar report from the Contact module by clicking the [Reports] button in the Master Control panel and then double-clicking 'Personal Calendar' in the 'Reports' list.

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