Activity Report

Use the Activity Report to view a list of all activities recorded for contacts. This report helps you view the entire history for contacts to analyze their trends: whether they like a lot of contact, how often they contact you and for what reasons, or how good your relationship is with them.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select whether to include Notes from the View section.
  3. Select the sort criteria for the report from the Sort By section.
  4. Click a command button to 
    5. Click To
    Print Process the Activity Report.
    Output Output the report as a PDF.
    Send Save the report as a PDF and attach it to an email using your default mail program.
    Preview View a preview of the Activity Report.
    Reset Set all fields to their default values.