REPORT INPUT:
see last screenshot for report input selections, which control report output
 
PRODUCT DESCRIPTION:
People with qualifying activities are shown [please see descriptions below of qualifying activities], sorted by last name A-Z
for each Person, we show a schedule of Appointments and Tasks that they're linked to:
- Appointments* [Status is not Postponed or Cancelled and Start Date is in date range] and Completed Tasks [Status is Done and End Date is in date range] and Open Tasks [Status is Open, In Progress, or Pending and Due Date is in date range]
- the entire list sorted by date ascending [lowest to highest]
 
to the right of the Person's Appointments and Tasks we show a schedule of Appointments and Tasks that they're linked to:
- Open Opportunities [Status is Open and Due Date is in date range] and Won Opportunities [Status is Won and End Date is in date range] and Open Projects [Status is New or In Progress and Due Date is in date range] and Completed Projects [Status is Done and End Date is in date range]
- the entire list sorted by date ascending [lowest to highest]
 
this is a report of People in the database, not Daylite Users; if you're looking for a User activities report please go to the main report shopping page, click Daylite Tasks & Appointments in the Shop By on the left, look for Owner/User reports [like DL607, DL608, DL610, DL611, DL612, DL613, DL614]
 
MORE INFO ON THIS REPORT
*Appointments: the Daylite report engine doesn't support repeat Appointments
the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit
the Daylite report engine stops at 100 pages so if you have a lot of data you may need to limit your date range at run time and/or uncheck various report elements at run time to limit the amount of data
output is PDF only
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