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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
  • not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
  • not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
  • payment is through PayPal; please click the add to cart button to add this report to your order
  • completing the purchase indicates agreement with terms of purchase and delivery

People with Activity in Date Range - Appointments, Tasks, Opps, Projects - DL209

SKU: REPORTPEOPLEACTIVITY-209
$29.00Price
  • PRODUCT DELIVERY:

    Upon receipt of funds, a link to download the Product will be emailed to the email address you provided at the PayPal site.

    Please make sure that you provide an accurate, working email address when you complete your purchase. Please check both your Inbox and your Junk box.

     

    TERMS OF PURCHASE:

    Completing a purchase indicates agreement with the Blue Rock's terms:

    https://www.daylitehelp.com/reportterms

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