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New Member
Posts: 4
Country: USA
Message 1 of 2 (121 Views)

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: 6,086
Country: United States
Message 2 of 2 (106 Views)

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
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