Action Plan/Activity Reports
Report ID and Report Name |
Description |
Navigation |
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R90CA014A Action Plan List |
Use this report to view all summary information about all action plans, such as the description of the plan and the list of included activities. The report also includes additional information about each activity, such as the activity type, the assignee, when the activity should begin, and when the activity should be completed. |
Action Plan/Activity (G90CE0202), Action Plan Listing |
R90CA1301B Activities by a Customer Contact |
Use this report to view all assigned activities for each customer. The activities are grouped by customer and include each activity's contact name, phone number, description, date scheduled, start time, and activity type. |
Action Plan/Activity (G90CE0202), Activity-Activities By Customer |
R90CA13D Periodic Planner |
Use this report to display selected user schedules, including activities and to-do items, for a specified period of time. The report also includes all related details for each activity or to-do item. |
Action Plan/Activity (G90CE0202), Activity-Periodic Planner |