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Activities Report

New Member
Posts: 2
Country: Canada

Activities Report

I like the Activities Report a lot; however, it only gives me activities options such as Calls, Meetings, ToDos etc. I also wanted to be able to see all histories. I know there is another report (Notes/Histories) but it seems silly to have to run different reports instead of a simple one.

 

Basically I wanted to have a report that tells me everything that happened within a period (E-mails exchanged, Notes added, ToDos, etc) so that during the meeting I am able to discuss future activities/meetings/etc.

 

Thank you.

 

 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Activities Report

I've created a custom report that I sell that sounds like what you're lookingfor. I've attached a PDF of the report for you to look at. I ran the report for the demo database to create the PDF.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: Canada

Re: Activities Report

How much for this report? And does it only work for past and future or can I also customize for Last Week, Last Month Etc?
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Activities Report

Please check your private messages.

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