How to Create an Activity Report

Applies to: R4 Version

1. Do a lookup of the contact or contact records that you would want to generate an activity report for. See How To Search Using a Lookup.
2. Once you have done your lookup and you have your results displayed, click on the blue "Make This My Lookup" button right above the first contact result.
   
3. Click on the X menu on top and choose "View Activity Report".
   

See the Image above and view the Number below for a description of the option:

1. Dropdown where your saved activity parameters are stored and can be selected from.
   
   
2. Load - Loads the saved activity report parameter that you have selected from the dropdown in figure #1.
3. Save - Saves the current on-screen settings of your activity report and saves the parameters as one of the choices under the dropdown in figure #1.
4. Remove - Deletes the current saved activity report parameter that is selected in the dropdown in figure #1.
5. Clicking the "Contact" button in View Columns, will let you set the contact fields that you want in view and remove the ones that you don't need from view.
6. Clicking on the "Activity" button in View Columns, will let you set the activity fields that you want in view and remove the ones that you don't need from view.
7. Activity Type - Lets you choose the type of activities to include in this report.
8.  - Lets you choose the users (who are assigned to the tasks) to display activities for.
9. From - Click on the box for you to pick the start date of your report.
10. To - Click on the box for you to pick the end date of your report.
11. Click on the dropdown to choose from the system's preset date ranges.
12. Sort Activity by: - Lets you choose the fields to sort your activity report by.
13. Group by: -  Lets you choose the grouping of your report
14. Report by: - Option to generate your report either with details or in summary.
15. Run Report For:
    Current Contact - If you want to generate a report for the last contact record you viewed, or the first contact record in the most recent lookup result.
    Current Lookup - If you want to generate a report for all the contact records in the most recent lookup that you performed.
16. Run Report for: - Gives you the option to have your report generated either in a printable HTML, Excel or Text format.
17. Once all the parameters above have been set, click on the blue Run Report button, a popup window will then appear for you to check the status of your report while it is being generated.