Action Plan/Activity
These reports are available for activities and action plans:
Report ID and Report Name |
Description |
Navigation |
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R90CA014A Action Plan List Report |
This report includes 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 (G90CA0204), select Action Plan Listing |
R90CA1301B Activities for a Customer Contact Report |
This report includes all assigned activities for each customer. The activities are grouped by customer, and include the activities contact name, phone number, description, date scheduled, start time, and activity type. |
Action Plan/Activity (G90CA0204), select Activities By Customer |
R90CA13D Periodic Planner Report |
This report displays selected users 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 (G90CA0204), select Activity - Periodic Planner |