Calendar Booking History
This report in the Contact module is a list of
Calendar Activities, comparing the dates the records were created with their Start Dates.
When printed to screen, the Calendar Booking History has the Standard CRM Drill-down feature. Click on an Activity Text to open the Activity record. Private Activities are shown in the report, but drill-down will be disabled for them.
- 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.
- Customer
- 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.
- Activity Class
- Paste Special
Activity Classes setting, Contact module
- Enter an Activity Class to list Activities with Activity Types belonging to that Class.
- Activity Type
- Paste Special
Activity Types setting, Contact module
- Enter an Activity Type to list Activities of that Type.
- 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 be included, but the Drill-down feature will be disabled.
- 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.
- Sorting
- The report contains separate sections for the Activities of each Person. Choose one of these options to specify the order in which the Activities are to be listed in those sections.
- Calendar Type
- Use these options to determine whether the report is to contain Time Activities, Profile Activities and/or Don't Show Activities.
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Please click the links below for details about each report:
Go back to:
Introduction to Activity, Calendar and Task Manager Reports
