Action Plan/Activity Reports

Report ID and Report Name

Description

Navigation

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