Activity Report

The Activity Report is a great feature allowing you to select specific/ all members of staff in order to create a report of what each member has been up to.

In order to access this simply go to the Reporting option under the Tools menu.

1. Select the branches and members of staff you wish to include in the report. You have the option to check all.
2. Select the date range for the report.
3. Select the Event Types you wish to include.  You have the option to check all.  You also have the option for a Details, or Summary report. Click 'Generate' (You can also print the report too).  

This will produce the Detailed Report: 

Or a Summary Report: 

The report will create showing the Date, Type, Negotiator, Details and the record.