Generating a Report of a Plan's Activities

You can generate a report of all the activities in a plan, or a report that includes only specific activities that are assigned to a specific user.

To generate a plan activity report

1. From the Contacts menu, click Address book.

2. Select the contact you want to generate the report for.

3. Click the View or edit contact action menu item.

4. Click the Action plan link.

The Action plan page opens.

5. Select the Type of activity you want to include on the report, and who the activities are Assigned to.

Example:

To print a report of all "to-dos" assigned to your assistant, select To-dos from the Type drop-down list, and your assistant's name from the Assigned to drop-down list.

6. Click the View report action menu item.

Top Producer 7i generates the report. Use the toolbar buttons to manage your report. For more information, see "Managing Your Reports".