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REPORT INPUT:

see screenshot for report input selections, which control report output

 

PRODUCT DESCRIPTION:

  • usage: select a single Project from pulldown, enter date range [for the Project's Tasks, Appointments, Notes and Emails] and check the boxes to indicate which information you'd like to see regarding the Project
  • pipeline visual: this is the blue arrow near the top right; shows the current stage number and stage name
  • Appointments and Tasks section: shows the Project'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

 

  • 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

Project snapshot - DL305

SKU: PROJECTLINKS-305
$29.00Price

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