Activity List
This report lists all Activities in the system by any combination of filters. A good tool for the Manager to verify Activities and appointments scheduled for a date range by User or Sales Representative.
Preview or Print the report, or Export to Excel.
Activities Between - Select a date range for Activities.
Market - Select a Market if required. Leave default –ALL-- for all Markets.
Corporate Client/Prospect - Select a Corporate Client or Prospect if required. Leave default –ALL-- for all Corporate Clients and Prospects.
Activities - Select any Activity criteria as required.
Sort By - Sort the data by options include; Activity Date, Assigned By, Assigned To, Corporate Client, Prospect, Task Type Task Status.
Include Notes - Populate the Include Notes indicator to include Activity Instance Notes.
