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 to all employees or contacts.
Prerequisite: You must have access to the CRM application.
To create an activity from report options:
-
In the Navigation pane, select
and click the Reports tab.
-
In the Reports grid, click a report name to open it on the Reports 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.
-
To filter long lists of reports, enter text in the
Name or
Type fields on the Reports grid.
-
Select the
Create Activity
checkbox next to the
Records
or
Saved Searches field.
-
On the Actions bar, click
Run and then
complete the fields on the Activities dialog box and click
Save.