Activity List Report

An Activity List report can be printed directly from the Activities tab and filtered for specific Activity Types for easy reporting functionality. Before printing, the Activities tab needs to be filtered for the amount of days information (e.g., day, week or month) and the type of activity, if required.

To print the Activity List report:

1. From the Workbench, select the Activities tab.

2. To change the days' amount of activities that is displayed, select the calendar icon.
   
   The Workbench Calendar window opens.

3. Select how you want the Activities tab information to display.

   1. By Day - select the specific day you want the Activities tab to display information for.
      
   2. By Week - select a day within the specific week you want the Activities tab to display information for.
      
   3. By Month - select a day within the specific month you want the Activities tab to display information for.

   

4. Select OK. The Workbench Calendar window closes to the Activities tab. The information that displays is updated.
   
5. Select Filter.
6. In the text box, enter the Activity Typeyou want to filter by.
7. Select OK. The Activities tab displays the filter that is applied and the information is updated.
   
8. Select Print.
   
9. Select the location where you want the Activity List report to be saved.

Tip: Once done, remember to revert the filters you applied in steps 3 and 6 to view the Activities tab as usual.

Sample Activity List Report

Click on an area in the sample report to see a description of the field.