The following table defines the full range of Plan 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 |
|
Plan Activity Report |
A report which displays all of the activities in the selected plan. Plan Reports can only be generated for one report at a time and for all reports with the exception of Service Reports. |
|
|
Plan Templates Report |
A report which displays all the templates used in a particular plan. The report includes the template type and category, the description of the corresponding activity, and when the activity is scheduled to be completed. |
|
|
Applied Contacts Report |
A report which displays all the contacts that have a particular action plan applied. You can view the plan's progress for each contact, their unsubscribe status, and the plan's start/end dates. |