Activity List Report Columns

You can select columns to include on the Activity List. Some display by default and others are optional. You select columns on the Columns tab.

Contents

Field	Description
Completed	This Yes/No field indicates whether or not the activity has been completed.
Type	This field displays the activity type, such as Meetings or Phone Calls. You can define additional activity type values in the Activity Types Code Table in Code Table Configuration.
Subject	This field displays a brief description of the activity such as Initial Consultation, Planning Meeting, or Follow-up Visit.
Priority	This field indicates the relative importance of an activity. The priority setting can be High, Medium, or Low.
Location	This field displays the location where the activity occurred or will occur.
Start Date	This field displays the date on which the activity is scheduled to begin.
End Date	This field displays the date on which the activity is scheduled to end.
Owner Name	This field displays the name of the person in your firm who is responsible for this activity. Typically, the activity owner is the person who scheduled the activity.
Row Count	This field displays the total number of activities included on the Activity List report. If you select this column option, you must also select the Show Final Totals option on the Activity List General tab.
Activity Notes	This field displays additional information about the activity.
Client Name	This field displays the name of the client who is associated with the activity.
Client City	This field displays the city where the client is located.
Client State	This field displays the state where the client is located.
Client ZIP	This field displays the ZIP code for the city and state where the client is located.
Contact Name	This field displays the name of the contact associated with the activity.
Contact Title	This field displays the title of the contact associated with the activity.
Contact Phone	This field displays the phone number of the contact associated with the activity.
Contact Email	This field displays the email address of the contact associated with the activity.
Opportunity Name	This field displays the name of the opportunity associated with the activity.
Project Name	This field displays the name of the project associated with the activity.
Mkt Campaign Name	This field displays the name of the marketing campaign associated with the activity.
Private	This Yes/No field indicates whether or not the activity is a private activity. Y — Yes, the activity is private. Only the activity owner and attendees can view activity details. N — No, the activity is not private. All shared calendar users can view activity details.
Create User	This field displays the user ID of the user who created the activity. Typically, this is the activity owner.
Created By	This field displays the name of the user who created the activity. Typically, this is the activity owner.
Recurring	This Yes/No field indicates whether or not the activity is a recurring activity.
Recurrence Type	This field displays the frequency of the recurring activity.
Recurrence End	This Yes/No field 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 field.
Attendee Name	This field lists the names of the employees at your firm who will participate in the activity.
Attendee Title	This field lists the titles of the employees at your firm who will participate in the activity.
User-defined fields/grid columns	These are the user-defined activity fields that you set up in Configuration > General > User Defined Components. User-defined activity grid columns are listed only if you select the user-defined activity tab in the Grid Type field on the General tab of the Activity List report options.