How to Run the My Contacts Recent Activities report
This report provides a printed summary of each activity that appears on the workspace of the same name. So, when you filter the workspace, the resulting report will have the same filter.
This report will provide:
- The date each activity was last updated, and who edited it.
- The start time and status of the activity.
- Which people in your database the activity is with.
- The description and notes for the activity.
Note:
- My Contacts Recent Activities is based on the Coverage assigned to each Household.
- If you are not assigned to the Coverage of a Household, no activity from that Household will appear on this report for you.
- This report will only display information for the past 90 days
To run this report:
-
Go to the Home workspace.
-
Click on the My Contacts Recent Activities tab.
-
Apply the Filter you want to use for the report.
The most common filter for this report is Status not equals Cancelled, Completed and Due Date in the Next Days (days) 7 . This shows open activities due in the next week.
-
Click the Reports button. Select My Contacts Recent Activities Report.
-
Select the format you want it to download in:
- PDF will download a PDF of the report.
- Excel will download the report in a spreadsheet format.
- RTF will download a rich text report.
-
Click
Run Report
.
Related Articles
Schedule Reports
Schedule reports display data collected from the Schedule workspace. Using schedule reports, you can generate reports for one or more users and their scheduled items and events. Four different schedule reports are available: Briefing Book - Captures ...Viewing existing reports
To view a report, hover over the report in the Reports data table, click the More Actions button and then click the View Report button , or double-click the report in the Reports data table. The data in the Details tab of a report automatically ...Detail Report
The Detail report contains the following information for one or more Contact Groups: First and last names for contacts or company names for Contact Groups. Information about the Contact Group that is contained in the Contact Group record. For ...My Contacts’ Recent Activities
This is a tab found on the Home workspace. It works a lot like the Activities tab in a Household, with two major differences: It displays activities from all Contacts that have you as part of their coverage team. It only displays activities from the ...Find G4 Report Equivalents in G5
Today’s Updates Use the Today’s Updates report in the Reports workspace for a comprehensive list of activities updated today. Use the Home Workspace to get a simple list of activities that start Today, and print a report of them. Action To Do To get ...