Activity Reports

The following table defines the full range of Activity reports available in Top Producer 8i, a description of each report, and the locations from which the report can be produced.

 

Report Name

Produce From

Report description

Daily Schedule Report (Activities by Date)

The Activities Summary Screen

A report that displays all incomplete activities of all types for a user-defined date range. The activities in the report are organized by date.

All Activities Report (Activities by Type)

The Activities Summary Screen

A report that displays all incomplete activities of all types for a user-defined date range. The activities within the report are organized by activity type.

Selected [Activity_Type] Report

The Activities Summary Screen

A report that displays all activities you selected (via the check boxes on the Activities Summary screen). The activities within the report are organized by date.

Activity Notes Report

The Activity Details Screen

A list report containing all notes entered for a selected activity.