Firm Employee Assignment and Activity Status General Tab

Use the General tab to select report options for the Firm Employee Assignment and Activity Status report and to save sets of options for reuse.

Contents

Field	Description
Report Name	Use this field to rename the report. By default, this field contains the report name.
Create Activity	To create activities in the Activity Manager when you generate the report, select this check box. DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time. DPS creates an activity for each record included on the report.
Employee Relationship	Select a description of the relationship between the employee and the firm, such as Client Manager. The report displays the name of the employee who fulfills this role for this firm.
Relationship Indicators	Use this section to assign a color for the following employee categories: Active Employee Assigned: Select a color that will be used to highlight the name of active employees who are linked to the firm with the selected relationship. Inactive or Terminated Employee Assigned: Select a color that will be used to highlight the name of inactive employees who are linked to the firm with the selected relationship. No Employee Assigned: Select a color that will be used to highlight the field if there is no employee assigned to the firm with the selected relationship at all.
Activity Time Frame Indicators	Use this section to select the time frame used as a basis for the report and assign a color for the corresponding time frames: Less than or Equal to: Use these fields to specify the time frame that is used to generate the report and the color that is used to highlight activities that are less than or equal to the selected time frame of days, weeks, months, or years. In Between: Use this field to select the color that will be used to highlight this time frame in the report. If the last activity from the selected types is between the selected time frames, then the activity date will be highlighted with this color. Greater than or Equal to: Use these fields to configure the time frame that is used to generate the report and the color that is used to highlight activities that are greater than or equal to the selected time frame of days, weeks, months, or years.
Included Activities Grid	Use this grid to select the types of activities that are included in the report as the last and next activities. For example, you may want to exclude communications that were not personal communications, like a mass email.