Create an Activity Report

To create an Activity Template
  1. Open Reports Manager.
  2. Right-click on Activity and select New.

The New Activity Report Template - Options dialog appears.

  1. Check all of the desired Activity Types.
  2. Select how to organize the results in the Organize By box.
  3. Select the Time Options for the report.

Please note:  If selecting specific dates, the From date must occur before the To date to display any results.

  1. Click OK.

The template will appear in edit mode under the Activity heading.

  1. Type a name for the template and click <Enter>.
To generate a report from a template
  1. Select a template from under the Organization heading in the Report Manager tree.
  2. Right-click on the Template and select Generate Report.
    OR
    In the context view, click the Generate button.

The Generate Report dialog appears. The Title field is populated with the name of the template.

  1. (optional) Enter a name for the report in the Title field.
  2. (optional) Enter a description of the report.
  3. Click Generate.

In the context view, a new report appears in the Generated Reports box.  While the report is generating, appears in front of the report name.  This icon changes to a icon once the report is generated.

To view a generated report
  1. Select a template from under the Activity heading in the Report Manager tree.
  2. In the context view, select the report and click View.