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jdlev
Posts: 4
Country: USA
Message 1 of 2 (101 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?!

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Platinum Elite Contributor
Roy_Laudenslage
Posts: 5,628
Country: United States
Message 2 of 2 (86 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
Tech Benders
royel@techbenders.com
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