Columns for the Activity Summary Report
You can choose both standard and user-defined columns to display on the Activity Summary report. Use the Options tab to select which information you want included on the report.
Standard Columns
General Information
Select this section to display the following columns on the report.
Field | Description |
---|---|
Activity Owner | This column displays the name of the person in your organization who is responsible for this activity. Typically, the activity owner is the person who scheduled the activity. |
Client | This column displays the name of the client that is associated with the activity. |
Completed | This Y/N column indicates whether or not the activity has been completed. |
Created By | This column displays the name of the user who created the activity. Typically, this is the activity owner. |
Contact | This column displays the identifier of the contact. |
End Date | This column displays the date on which the activity is scheduled to end. |
Location | This column displays the location where the activity occurred or will occur. |
Notes | This column displays additional information about the activity. |
Priority | This column indicates the relative importance of an activity: High, Medium, or Low. |
Private | This Yes/No column indicates whether or not the activity is private. If the activity is private, only the activity owner and attendees can review the activity detail. If not, all shared calendar users can view the activity detail. |
Project | This column displays the name of the project that is associated with the activity. |
Start Date | This column displays the start date for the data that is included on the report. It is based on either today's date or a specific date that you assign. |
Subject | This column displays a brief description of the activity such as Initial Consultation, Planning Meeting, or Follow-up Visit. |
Employees
Select this section to display the following columns on the report.
Field | Description |
---|---|
Name | This column displays the full name of each employee associated with the activity. |
Title | This column displays the person's job title or job function. |
Contacts
Select this section to display the following columns on the report.
User Defined Columns
Activity Information
Select this section to display the following columns on the report.
Field | Description |
---|---|
Activity Notes | This column displays additional information about the activity. |
Completed | This Y/N column indicates whether or not the activity has been completed. |
Create User | This column displays the Vantagepoint user ID of the employee who created the record. |
Created By | This column displays the name of the user who created the activity. Typically, this is the activity owner. |
End Date | This column displays the date on which the activity is scheduled to end. |
Location | This column displays the location where the activity occurred or will occur. |
Marketing Campaign | This column displays the marketing campaign associated with the activity. |
Owner Name | This column displays the name of the person in your organization who is responsible for this activity. Typically, the activity owner is the person who scheduled the activity. |
Primary Contact Name | This column displays the name of the contact from the primary firm associated with the activity. |
Primary Contact Title | This column displays the title of the contact from the primary firm associated with the activity. |
Primary Contact Business Phone | This column displays the primary contact's business phone number. |
Primary Contact E-mail | This column displays the primary contact's email address. |
Primary Firm Name | This column displays the primary firm associated with the activity. |
Primary Firm Market | This column displays the type of primary firm associated with the activity (for example Client, Vendor, Competitor, or Government Agency). |
Primary Firm City | This column displays the city where the primary firm is located. |
Primary Firm State | This column displays the state where the primary firm is located. |
Primary Firm Zip | This column displays the ZIP code for the city and state where the primary firm is located. |
Priority | This column indicates the relative importance of an activity: High, Medium, or Low. |
Private | This Yes/No column indicates whether or not the activity is private. If the activity is private, only the activity owner and attendees can review the activity detail. If not, all shared calendar users can view the activity detail. |
Project Name | This column displays the name of the project that is associated with the record. |
Recurring | This Yes/No column indicates whether or not the activity is a recurring activity. |
Recurrence Type | This column displays the frequency of the recurring activity. |
Recurrence End | This Yes/No column indicates whether or not the recurring activity has a scheduled end date (a date after which it will no longer occur). |
Recurrence End Date | If the recurring activity has a scheduled end date, it displays in this column. |
Start Date | This column displays the start date for the data that is included on the report. It is based on either today's date or a specific date that you assign. |
Subject | This column displays a brief description of the activity such as Initial Consultation, Planning Meeting, or Follow-up Visit. |
Type | This column displays the type of the record. |
Contact
Select this section to display the following columns on the report.
Field | Description |
---|---|
Contact - Contact Name | This column displays the name of the contact from the firm that is associated with the activity. |
Contact - Contact Title | This column displays the title of the contact from the firm that is associated with the activity. |
Contact - Email | This column displays the e-mail address of the contact from the firm that is associated with the activity. |
Contact - Fax | This column displays the fax number of the contact from the firm that is associated with the activity. |
Contact - Home Phone | This column displays the home number of the contact from the firm that is associated with the activity. |
Contact - Mobile | This column displays the mobile number of the contact from the firm that is associated with the activity. |
Contact - Pager | This column displays the pager number of the contact from the firm that is associated with the activity. |
Contact - Primary Firm | This column displays the title of the contact from the primary firm that is associated with the activity. |
Employees
Select this section to display the following columns on the report.
Field | Description |
---|---|
Attendees - Attendee Name | This column lists the names of the employees in your organization who will participate in the activity. |
Attendees - Attendee Title | This column lists the titles of the employees in your organization who will participate in the activity. |
Firms
Select this section to display the following columns on the report.
Parent Topic: Activity Summary Report