Are Activity Reports Possible

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Eric F

• 5. Oktober 2015 18:49

Is there a way to produce a report which shows the ACTIVITIES of a given day, week or within a specific "Group"?

Thank you.

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  Act! Team

  • 5. Oktober 2015 18:55

  Hi Eric,

  Currently there is not a report that can be run within the Agenda or group for activities. You can select a date within the Agenda section and it will show all activities done or scheduled for that date. If the activity has already been completed please ensure the Completed box is selected when you click the desired date.

  Thank you,
  Brittany Roberts

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  Eric F

  • 5. Oktober 2015 19:13

  Thank you Brittany, is there any way to see the "notes" or "details" of each activity which appears in the agenda view?

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  Act! Team

  • 5. Oktober 2015 19:23

  Hi Eric,

  If you click on the scheduled Activity you will be able to see the notes and details. You are also given an "Add Note" button where you can edit or add to the activity being viewed.

  Thank you,
  Brittany Roberts

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