Activities, Persons
This report in the Contact module is a list of Activities sorted by Person. The Private Activities of the Person producing the report are included, but those of other users are not. Only Activities whose Calendar Type is Time will be shown.
When printed to screen, the Activities, Persons report has the Standard CRM Drill-down feature. Click on a Customer or Supplier Number to produce an Activities, Customers/Suppliers report for that Customer or Supplier for the same period, or on an Activity Date to open the corresponding 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.
- Person
- Paste Special
Person register, System module
- Range Reporting Alpha
- Enter a Person's Signature to list the Activities recorded, scheduled or carried out by this Person. If you list the Activities of another Person, their Private Activities will not be included.
- Display Group
- Paste Special
Display Groups setting, System module
- If you enter a Display Group here, the report will list the Activities recorded, scheduled or carried out by all Persons belonging to that Display Group.
- 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.
- 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 and Suppliers 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.
- Activity Type
- Paste Special
Activity Types setting, Contact module
- Enter an Activity Type to list Activities of that Type.
- Function
- Use these options to control the level of detail featured in the report. In both cases, the report is sorted by Person, Task Type and Date.
- 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 screen.
- Specify
- Use these options to determine whether the report is to contain only Done Activities, not Done Activities or both.
- Specify
- Use these options to determine whether the report is to contain Calendar Activities, To Do Activities or Timed To Do Activities, or any combination. Only Activities whose Calendar Type is Time will be shown.
- Each Person's Activities will be divided into three sections in the report. Calendar Activities will be listed first, then To Do Activities, then Timed To Do Activities.
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Introduction to Activity, Calendar and Task Manager Reports
