05-03-2012 09:33 AM
I am trying to run the Notes/History Report, but it is missing a bunch of data. If I look on my calendar, there are several to-dos, calls, etc. that I completed, but they are not all showing up on the report.
I am careful to choose myself as the user under all three tabs (General/Note/History), and "All Contacts" is selected. I also make sure to check all options under History (History/Email/Attachments)-- although there is no option for To-Dos or Calls, they should still be included as history, right?
The report generates only about half of the history that exists for the time period I selected (this week). I can't determine any rhyme or reason to which histories are picked up, and which are ignored-- help! If the report isn't accurate, it's of no use...
05-03-2012 09:50 AM
For what you want that the incorrect selection of the user filters. Try all users on the general tab (selectes contact records) and the specific user on the notes and history tab.
05-03-2012 09:57 AM
Great, that did it, thank you so much!!!! One last question though-- the report doesn't seem to be in any noticeable order. Is there a way to make it print in alphabetical order by company name, or would I have to create a custom report for that?
05-03-2012 10:13 AM
It would require modification of the report template. I believe the default is by contact name.