Printing Activity Reports

These reports allow you to print reports of your activities for only those records you choose using a Query Window. This is useful when you need to report on activities when either the printed Calendars or One Contact Activity reports in the Contacts Browse are not appropriate.

There are three reports available from the Simple Accounting Main Menu: one sorted by Activitiy Date, one sorted by Follow Up Date, and one sorted by Contact Organization.

When To Use These Reports:

• If you need a list of all activities for a range of dates outside of those offered by the calendars. (The calendar only prints activities within a given day, week or month.)

• If you need a list of all activities for a range of sales people. (The calendar only prints a report for the current user’s activities.)

• If you need a list of activities over a range of contacts. (The One Contact Activity Report is limited to the currently selected contact in the Contacts browse.)

• If you need a list of activities using a filter which is not available in other reports. (The One Contact Activity and Calendar reports are geared to be quick and useful for most applications, however there may be times when you need to see a different set of records. (Activities for contacts within a particular category or industry, for example.) Since you can save your queries, this gives you the ability to get just the information you need to stay on top of all contacts and things to do.