Activity Calendar Report Types

The Activity Calendar report displays activity data (phone calls, meetings, and tasks) in much the same way as your Activity Calendar. The Activity Calendar Monthly, Weekly, and Daily reports look similar to the Monthly, Weekly and Daily Calendar views in Vision.

Activity Calendar Report Type What You Can Do When You Preview the Report
Monthly
  • View your phone calls, meetings, and tasks for an entire month or for several months.
  • Click an activity to open the Activity Summary report for the activity.
  • Click a date to open the Activity Calendar Daily report for the date that is selected.
  • Click the arrow in the last day of any week to open the Activity Calendar Weekly report for the week that is selected.
  • Attach a report to an email, download the report, or print the report.
Weekly
  • View your phone calls, meetings, and tasks for a week or for several weeks.
  • Click an activity to open the Activity Summary report for the activity.
  • Click a date to open the Activity Calendar Daily report for the date that is selected.
  • Attach a report to an email, download the report, or print the report.
Daily
  • View your phone calls, meetings, and tasks for a selected day or for several days.
  • Click an activity to open the Activity Summary report for the activity.
  • Attach a report to an email, download the report, or print the report.