/ product page

REPORT INPUT:

see screenshot for report input selections, which control report output:

  • person running report must choose a single open Opportunity from the Opportunity pulldown each time the report is run
  • person running report must enter a single date each time the report is run
  • if an owner is selected from the pulldown at report run time, the report is filtered to show Appointments and Tasks owned by the selected owner. otherwise the report does not filter Appointments and Tasks by owner

 

PRODUCT DESCRIPTION, output:

  • your Daylite database must start it's weeks on Sunday per the screenshot above. this report has only been tested on a U.S. Mac with the weeks starting on Sunday and cannot be guaranteed for any other configuration
  • report shows a calendar view of 31 days starting from the date entered at report run time; depending on which box the date you entered lands in, you may end up with some bonus days at the end
  • the report run date is shown in red [ie Sep 4 in the screenshot above, since the report was run on Sep 4 2018]
  • shows open Tasks [status is either New, In Progress, or Pending] whose due date is on each day
  • shows completed Tasks [status is Done] whose end date is on each day
  • shows Appointments* [status is not Postponed or Cancelled] whose start date is on each day
  • all-day Appointments* [status is not Postponed or Cancelled] do not show a visual block spanning across the multiple days; the Appointment title will simply appear on each of the days that the all-day Appointment covers
  • each day's box will grow as tall as necessary to fit that day's Activities

 

USER IMAGE at top:

💡TIP: creating a circular image is easy! 🎬 watch our video on how to easily create a circular image and insert it into Daylite

 

 

MORE INFORMATION ON THIS REPORT

  • *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
  • 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

Opportunity's Activities Calendar - DL438

SKU: REPORTOPP-438
$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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Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

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