02-16-2010 06:15 PM
02-16-2010 07:25 PM
View the task List ... filter the activities you want, select the columns.
Then print or export to Excel
02-16-2010 09:39 PM
02-17-2010 09:02 AM
That's too bad - I want to have a report for each salesperson showing last week's activities, sorted by date. The best I can do with the standard report is to sort by company. I tried the other suggestion of looking at tasks, selecting columns and exporting to excel - but it only shows current tasks - not last week's history of tasks.
Is there any way to do this? Using Crystal Reports maybe?
02-17-2010 09:09 AM
You can turn on display of cleared activities in the Task List under Options.
If that's not enough, then yes you can use Crystal
02-17-2010 09:41 AM
02-19-2010 01:48 AM
No, the details won't show from the Task List
It would be possible using Crystal (or even Excel) to generate this report from the OLEDB or ODBC connection.
02-19-2010 08:56 AM - edited 02-19-2010 08:58 AM
I recommend you use the Crystal Clear Essentials Reports which has an Activities Report sorted by date over a selectable range. You can get a trial copy from here ADS Programming Services