REPORT INPUT:

see screenshot for report input selections, which control report output

PRODUCT DESCRIPTION:

• usage: select a single Person (not Daylite Users) from pulldown, enter date range [for the Person's linked Won Opportunities, Closed Projects, Tasks, Appointments, Notes, Emails, and Files]; there are boxes you can uncheck if you'd like to now show a particular section of the report

• this report is a PERSON report for gathering data linked to a Person in your Daylite database. it is not an OWNER/USER report designed to gather information owned by a User in your Daylite database

• Category, Keywords, Flagged section at top right: the red flag is shown if the Person's Flagged checkbox is checked. The ⏳ and 🕗 icons you see next to the Keywords are actually part of that Keyword's name as I've defined the Keywords in my Daylite database (add to Mailchimp ⏳,  🕗 from Calendly)

• Appointments and Tasks section: shows the Person's linked Appointments [no repeats, see below] and Tasks, sorted by date. for pending Tasks the date is the Due Date, for completed Tasks the date is the End Date. if a Note is linked to the Appointment or Task, the Note title and the first 500 characters of the Note body are shown [plain text; no attachments are shown]

• IMPORTANT note regarding repeat Appointments: per Marketcircle, repeat Appointments are not supported in the Daylite report engine so repeat Appointments will not be shown

• Notes section and Emails section: attachments for the Note or Email are not included. only the first 500 characters of the Note body or Email body is shown 

MORE INFORMATION ABOUT THE REPORT

• 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