This report shows the Appointments and completed Tasks activity for Opportunities and Projects.
 
REPORT INPUT, person running report:
enters a date range, which controls which Appointments to show (start date is in date range), and which Tasks to show (end date is in date range)
has the option to choose a single Appointment/Task owner from a pulldown at report run time, to drill down to Appointments and completed Tasks owned by that owner
chooses the Activity Types to show: Appointments & Tasks, Appointments only, Tasks only
 
REPORT OUTPUT, Opportunities page(s):
for each Opportunity that has qualifying Appointments and Tasks (per the date range entered at report run time), the report shows it's Name, Status, Due Date, and current Pipeline Stage. the Opportunities are sorted by Opportunity Name ascending A-Z.
under the Name, Status, Due Date, and current Pipeline Stage info for each Opportunity, the report lists it's Appointments and completed Tasks for the Last # of days (per the date range entered at report run time).  we omit Tasks whose Status is either Deferred or Cancelled. we omit repeat Appointments*, all day Appointments, and Appointments whose Status is either Postponed or Cancelled.  for each Appointment or Task we show the activity date [start date/time for Appointments, end date for Tasks], duration, category color, owner first name and last initial, title and details.
durations are totaled for each Opportunity
 
REPORT OUTPUT, Projects page(s):
for each Project that has qualifying Appointments and Tasks (per the date range entered at report run time), the report shows it's Name, Status, Due Date, and current Pipeline Stage. the ProjectOpportunities are sorted by Opportunity Name ascending A-Z.
under the Name, Status, Due Date, and current Pipeline Stage info for each Project, the report lists it's Appointments and completed Tasks for the Last # of days (per the date range entered at report run time).  we omit Tasks whose Status is either Deferred or Cancelled. we omit repeat Appointments*, all day Appointments, and Appointments whose Status is either Postponed or Cancelled.  for each Appointment or Task we show the activity date [start date/time for Appointments, end date for Tasks], duration, category color, owner first name and last initial, title and details.
durations are totaled for each Project
 
REPORT OUTPUT, Category Legend page:
on a new page, the report lists an Appointments and Tasks Category legend with the category color and category name, sorted by name ascending.
 
PAIRS WELL WITH:
this report pairs well with our Daylite 6-Minute Task from Email workflow script!
 
MORE INFO on this report:
*the Daylite report engine does not support repeat Appointments, so repeat Appointments will not be displayed
the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit. we have not inserted any manual page breaks.
the Daylite report engine stops at 100 pages so if you have a lot of data you may need to limit it using the report run time choices. 
output is PDF only
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