We use custom activities for all customer visits (eg. delivery, annual service, site visit etc). We need a break down of the type of visit and quantity over custom time periods. This means we can measure how many deliveries or services we are doing on a weekly, monthly or annual basis, and track growth. At the moment I have to export the data from the task list in Excel and then run a pivot table, but it would be much more efficient if there was an ACT report which would do this for me. We do not close off activities until the engineer's paperwork has been added to the system and any follow up work is completed which may take a couple of weeks. Therefore ideally the quantities in the report should include both open and closed activities.
It would also be helpful to have the same report with the option to break down the number of visits under each person who has scheduled visits against their name. For example John Smith completed 20 deliveries, 5 annual services and 7 site visits between x to x date, and then underneath the same information for all the other people who have visits scheduled in their name. This means we could measure the productivity of our engineers and see who did the most work every week/month/year.
I spoke to a technical advisor at ACT who said he has been asked for this facility a lot before so I think there should be demand for this functionQ