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REPORT INPUT:

see screenshot for report input selections, which control report output

 

PRODUCT DESCRIPTION, per-User page:

  • Active Users are shown, sorted by last name A-Z
  • for each User, we show data for the following objects they own:

- Appointments* [Start Date is in date range, no all day appointments, no repeats]: count and total HH:MM

- Tasks Completed [Status is Done and End Date is in date range]: count and total HH:MM

- Emails Logged [Message Date is in date range; option at report run time to select number of work minutes to log for each Email and Note choosing from 0, 6, 12, 18, 24, 30, 5, 10, 15, 20, 25, 30]: count and total HH:MM

- Notes Created [Create Date is in date range; option at report run time to select number of work minutes to log for each Email and Note choosing from 0, 6, 12, 18, 24, 30, 5, 10, 15, 20, 25, 30]: count and total HH:MM

- Opportunities Created [Create Date is in date range]: count and currency value

- Opportunities Won [Status is Won and End Date is in date range]: count and currency value

- Projects Created [Create Date is in date range]: count and average estimated days

- Projects Completed [Status is Done and End Date is in date range]: count and average completion days

- per-User pie charts; UNcheck checkbox at run time to hide per-User pie charts

 

PRODUCT DESCRIPTION, new page with User Comparison pie charts:

  • Opportunities Created value
  • Opportunities Won value
  • Projects Created count
  • Projects completed count

 

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 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

Active Owners Activity Totals & Comparison - DL614

SKU: REPORTOWNERACTIVITY-614
$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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