Activities, Customers/Suppliers
This report in the Contact module lists Activities of all Task Types, sorted by Customer or Supplier Number. Included in the report are the number of Activities and total time for each Customer or Supplier and for all Customers and Suppliers. The Private Activities of the Person producing the report are marked with an asterisk (*). The Private Activities of other users are not shown in the report.
When printed to screen, the Activities, Customers/Suppliers report has the Standard CRM Drill-down feature. Click on a Person's Signature to produce an Activities, Persons report for that Person for the same period, or on an Activity Number to open the Activity record.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter a reporting period: Activities whose Start Dates 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 the period format automatically.
- Customers
- Paste Special
Customers, Suppliers and Contact Persons in Contact register
- Range Reporting Alpha
- Enter a Customer or Supplier Number or a range of Numbers to list Activities recorded or scheduled for that Customer or Supplier (or for the range of Customers or Suppliers). These are Activities with the specified Customer or Supplier in the Customer field.
- By default, the 'Paste Special' list shows Customers. Click the [Suppliers] button in the top left-hand corner of the 'Paste Special' window if you need to see Suppliers, and the [All Contacts] button if you need to see Customers, Suppliers and Contact Persons.
- Customer Category
- Paste Special
Customer Categories setting, Contact module
- Enter a Category Code to list Activities featuring Customers and Suppliers belonging to a particular Customer Category.
- Cust. Classification
- Paste Special
Contact Classifications setting, Contact module
- Enter a Classification Code to list Activities featuring Customers and Suppliers with a particular Classification. If you enter a number of Classifications separated by commas, Activities will only be listed for those Customers and Suppliers 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 and Suppliers 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 and Suppliers featuring any Classification except the one listed.
- For example:
- 1,2
- Lists Activities for Customers and Suppliers with Classifications 1 and 2 (including those for Customers and Suppliers with Classifications 1, 2 and 3).
- 1+2
- Lists Activities for Customers and Suppliers with Classifications 1 or 2.
- !2
- Lists Activities for all Customers and Suppliers except those with Classification 2.
- 1,!2
- Lists Activities for Customers and Suppliers with Classification 1 but not those for Customers and Suppliers 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 and Suppliers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists Activities for all Customers and Suppliers except those with Classifications 1 and 2 (Activities for Customers and Suppliers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Activities for Customers and Suppliers without Classification 1 and for those with Classification 2 (Activities for Customers and Suppliers with Classifications 1 and 2 will be included).
- (1,2)+(3,4)
- Lists Activities for Customers and Suppliers with Classifications 1 and 2, and for those with Classifications 3 and 4.
- 1*
- Lists Activities for Customers and Suppliers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Activities for Customers and Suppliers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Activities for Customers and Suppliers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Activities for Customers and Suppliers with Classifications beginning and ending with 1.
- Cust. Short Code
- Enter a Short Code to list Activities featuring Customers and Suppliers with a particular Short Code (in the header of the Contact record for each Customer or Supplier).
- Activity Type
- Paste Special
Activity Types setting, Contact module
- Enter an Activity Type to list Activities of that Type.
- Activity Class
- Paste Special
Activity Classes setting, Contact module
- Enter an Activity Class to list Activities with Activity Types belonging to that Class.
- Priority
- Enter a Priority to list Activities with that Priority.
- Person
- Paste Special
Person register, System module
- Enter a Person's Signature to list the Activities recorded, scheduled or carried out by this Person. Activities with the Person in their Cc field will not be listed. If you list the Activities of another Person, their Private Activities will not be included.
- Function
- Use these options to control the level of detail featured in the report. In both cases, the report is sorted by Customer or Supplier Number.
- Overview
- This report contains a single row per Activity, showing Date, Activity Type, Person, Contact and Text (from the Activity header).
- Detailed
- In addition to the information shown in the Overview, this option shows all details entered in the grid area on the 'Text' card of the Activity window.
- Specify
- Use these options to determine whether the report is to contain only Done Activities, not Done Activities or both.
- Show Contacts Details
- Check this box if you would like the Invoice and Delivery Addresses, Telephone and Fax Numbers, Short Code, Sort Key, Customer Category, Classification, Sales Payment Terms, Department, VAT Registration Number, Comment, Warning, Bank Account and Account Operator of each Customer or Supplier to be included in the report.
- Show Activities without Type only
- Activities that do not have an Activity Type will be included in the report. If you want to list these Activities only, use this option.
- Show Contact's Contacts Details
- Check this box if you would like the Telephone, Fax and Mobile Numbers of the Contact Person quoted in each Activity (in the Contact field) to be shown in the report. To use this option, you must also choose to print the Detailed version of the report.
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Introduction to Activity, Calendar and Task Manager Reports
