Activity Reports
Prerequisites for Activity Report
Activity Report (rep_activity_rep with rep_activity.fmx) - This report is another version of the Call Report. It displays slightly less information on the linked entities like bookings, but has instead many additional filter options. One important difference is though, that the main sort order of the report is always by account.
Activity Summary Matrix Report (rep_srep_act_summary with rep_srep_act_summary.fmx) - The Activity Summary Matrix Report is a Matrix-style report that summarizes Sales and Event Activities by type and owner. This report prints a summary of all activities for a selected date range by type, and can be printed for activities based on their completion status or for all activities.