Reporting on open Tasks & Appointments

(James McMahon) #1


Is there away to run a report to show all open/active tasks & appointments? Similar to Salesforce.


(John Borelli) #2

Have you looked at Admin->Reports and selected “Task Notes Report”?

(James McMahon) #3

Many Thanks John.

I seem to know be having an issue with exporting the report! When I go Actions -> Export -> Process
I end up with an empty CSV file.

(Cheryl Hunt) #4

Did you select all of the task/note ID’s in the search, @James_McMahon? I’ve forgotten to do that more than once.

(John Borelli) #5

Yep! Like @Cheryl_Hunt says, be sure to check that little box! lol