Other - activity summary report

The Activity Summary report selects all notes and activities generated between the selected date range and building.  It can be run from the Reports menu, Other and choose Activity Summary Report. This report can be run at any time.

Filters

This report can be filtered by date range and building.

Columns

For each building, this report will show:

• Activity Type Code and Activity Type Desc are the activities that were generated.
• Account Number
• Account Name
• Assigned To - is the department or user the activity is currently assigned to.
• Activity Date - is when the activity was created.
• Activity Closed - is when the activity was closed.  This will be blank if it is still open.
• Required Date - is the date the activity was required to be completed. 
• Activity Insert User 
• Notes

Note: Activities that have been deleted (marked as inactive) have been removed from the report.