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Creating a report of a months activities including the notes

Iain Posted: 2016-10-21 15:38

I want to create a report showing activities in a certain time frame (month/week etc) to include the notes and be able to print it out..preferably to pdf

Alix (Workbooks Online) Posted: Mon, 07.11.2016 - 13:15

Hi Iain,

You can build a report that starts from Activities with criteria applied to the 'Created at' date or 'Due' date of the Activities, restricting the report to only those from a certain time frame. You can add a column for the 'Subject' and 'Description' of the Activity to see what actions were carried out, but you cannot report on anything that is on the 'Notes' tab of the Activity.

Once you have built the report, you can click the 'Save & Run' button to come out of Edit mode and into View mode, where you should see multiple options in a menu on the left, like Export or Watch. There should be a Print button in the top right corner of the report window, which will take you to a Print Preview window that will allow you to print a PDF version of the report.

You can find out more about building reports on our Reporting Explained Knowledge Base page.

Kind regards,

Workbooks Support