User Activities
This report in the Contact module is a list of the current user's Activities, including Activities of all Task Types. These are Activities in which the Signature of the current user is included in the Persons or Cc fields. For each Activity, the report shows the Activity Number, Start Date, Activity Type, Calendar Type (Time, Profile or Don't Show) and Text.
When printed to screen, this report has the Standard CRM Drill-down feature. Click on any Activity Number to open an individual Activity record.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter a reporting period: Activities that are not Done whose Start Dates fall in this period will be shown in the report. Using the options described at the end of this section, you can also choose to include in the report Activities whose Creation Dates, Last Changed Dates and/or End Dates fall in this period.
- 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 and 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 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 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.
- Exclude Calendar Type
- Use these options to exclude Activities of various kinds from the report.
- Exclude Starting in Period
- Check this box if you want Activities whose Start Dates fall in the report period to be excluded from the report. If this box is checked, you must check at least one of the three boxes below, otherwise the report will be empty.
- Include Created in Period
- Check this box if you want Activities created during the report period to be included in the report.
- Include Last Updated in Period
- Check this box if you want Activities last updated during the report period to be included in the report.
- Include Done in Period
- Check this box if you want Activities whose End Dates fall in the report period to be included in the report.
- If this box is checked, both Activities marked as Done and those not marked as Done will be included in the report. Otherwise only Activities that are not Done will be shown.
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Introduction to Activity, Calendar and Task Manager Reports
