REPORT INPUT:

see screenshot for report input selections, which control report output

PRODUCT DESCRIPTION:

• for the Owner selected from the pulldown on the report's run screen, shows their schedule for the selected date, based on the following items that they own:  outbound calls [Tasks] with Due Date on selected date  non-outbound call Tasks with Due Date on selected date  Appointments* [without the All Day checkbox checked] on the calendar for selected date  All Day Appointments* [with the All Day checkbox checked] whose start date is the selected date  Opportunities with Forecasted Close Date on selected date  Projects with Due Date on selected date  *per Marketcircle [the makers of Daylite] the Daylite report engine does not support repeat Appointments, so no repeats will be shown on this report

• to keep the report trim, we print only the first 200 characters of the Details field for each Task and Appointment

• option to exclude overdue items [due in the last 30 days] so you can just focus on the selected day [see checkboxes in 'how it works' screenshot above]

• for Tasks to be included in the Make Phone Calls list, not only must they be owned by the selected Owner and due on the selected date, their Type field must be set to Outbound Call

• for Tasks to be included in the OVERDUE Phone Calls list, not only must they be owned by the selected Owner and be overdue [due in the last 30 days], their Type field must be set to Outbound Call

OWNER 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 INFO ON THIS 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 only manual page break we've progammed is prior to the Category Legend page.

• 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