Creating an Activity Report

Activity reports can be generated from the Create Report action link of the Activities Summary screen. Activity Reports for an individual contact can be generated from within the record itself.

Open the Activities Summary screen. How?
- From the Main Menu bar, go to Calendar > Activities Summary.
Click the Create Report action link located in the bottom left corner of the summary table.
Specify the activity Report type from the drop-down:
- Daily Schedule Report: Displays all incomplete activities by Date.
- All Activities Report: Displays all incomplete activities by Type.
Define a Date Range and click the Done button.

The report is generated and opened in a new browser window/tab.
Once the report is generated you can:
- Download the report to a CSV or XLS(a Microsoft Excel file) format. More Info:
  1. From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.
  2. Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.
- Print the report by clicking the Print icon.
- Save a copy of the report in PDF format to your hard drive or another location by clicking the Save icon.

Open the Activities Summary screen. How?
- From the Main Menu bar, go to Calendar > Activities Summary.
Specify the search criteria for the activities you want to appear on the report. More Info:
- Type: All Activities displays all outstanding activities that are due for the date range you specified. Any other activity type (e.g. Calls) displays any outstanding activities for that type regardless of the due date.
- Date range: Define your own date range in the fields provided. Dates must be in a YYYY-MM-DD format.
- Status: Filter by completed or incomplete activities.
- Assigned to: If you are a part of a team account or have assistants, you can search for activities assigned to any member of your team.
Select the check boxes of the activities you want to include in the report.
Click the Create Report action link located in the bottom of the Activities table.
Use the Report drop-down to select the Selected [Activity_Type] Report (e.g., Selected To-Dos Report).
Click the Done button.

The report is generated and opened in a new browser window/tab.
Once the report is generated you can:
- Download the report to a CSV or XLS(a Microsoft Excel file) format. More Info:
  1. From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.
  2. Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.
- Print the report by clicking the Print icon.
- Save a copy of the report in PDF format to your hard drive or another location by clicking the Save icon.

Open the Contact Record. How?
- Contact Record: From the Main Menu bar, go to Contacts > Contacts Summary. Click the contact's row to open their contact record.
Click Print Report in the record's header.
From the pop-up, select the Incomplete Activities Report.

The list of incomplete activities for the contact is generated and opened in a new browser window/tab.
Once the report is generated you can:
- Download the report to a CSV or XLS(a Microsoft Excel file) format. More Info:
  1. From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.
  2. Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.
- Print the report by clicking the Print icon.
- Save a copy of the report in PDF format to your hard drive or another location by clicking the Save icon.