When you run certain types of reports, you have the option to simultaneously create an activity. Together, these two tasks enable you to track when the report was run and even printed. For employee and contact reports, creating an activity will also associate the activity with all employees or contacts.
Prerequisite: You must have access to the CRM application.
To create an activity from report options:
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In the Navigation pane, select
and click the Reports tab.
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To filter long lists of reports on the Reporting application form, use one or more of the column headings on the Reports grid.
For example, you can enter text in the
Name or
Type fields.
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In the Reports grid, click a report name from the list to open it in the individual report form.
All legacy reports display with an asterisk and are non-editable. When you select a legacy report, you can run the report, but you cannot modify it in any way, including either creating or removing an activity.
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Above the report's tabs, navigate to the expandable header fields section and, if not shown, click the (
) icon to display the available header fields.
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In the
Records/Saved Search field, select the record or saved search to associate with the activity.
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Select the
Create Activity
checkbox next to the
Records
or
Saved Searches field.
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On the Actions bar, click
Run.
The Activities dialog box displays.
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On the Activities dialog box, add or edit activities that are entered on the Activities tab for the currently selected hub record, for the calendar, or for the active report. New activities entered here are also added to your calendar and dashboard.
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Click
Save to save the information for the activity and associate the activity with the your selection in
Records/Saved Search field.
Vantagepoint then runs the report and shows the newly created activity for each record on the report.