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How to run reports on only CLEARED tasks?

New Member
Posts: 4
Country: USA

How to run reports on only CLEARED tasks?

For the life of me I can't figure this out.  Here's what I'm trying to do.

 

#1)  I schedule call outs for one of my sales associates

#2)  She makes the calls out

#3)  I want to monitor how many of the tasks I scheduled for her that she's completed for the given day

 

How the frick do I do that?!

Platinum Elite Contributor
Posts: 6,410
Country: USA

Re: How to run reports on only CLEARED tasks?

History summary classic report is one way. Notes - History report would be another.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129