Consolidated Activity Report

Overview

The Faye Sugar Consolidated Activity Report allows you to view all of your sales and customer communication details in one location. With the Consolidated Activity Report users now have access to a single report detailing all Calls, Meetings, Emails, and Tasks.

• One consolidated report of Calls, Meetings, Emails, and Tasks
• Filter, group, and sort the report on the fly
• Generate summaries of the returned results for quick analysis
• Generate graphs to quickly observe the results
• Export the report as either a PDF or a CSV

Depending on the total number of records returned for a report you may overload the Sugar server or the browser's memory limit. For example: If the report returns 200,000 records to be displayed, it could overload the memory, or take some time to complete the rendering process.

The above warning also applies to exporting the report to a CSV or PDF. Depending on the size of the request the memory limits could be exceeded.

User Guide

Users can access the Consolidated Activity Report from the Reports module dropdown option (Custom Activities Report), located in the top navigation bar.

Custom Activities Report

After opening the Custom Activities Report, the User will be taken to a Report without any data in it, but with the settings menu on the left sidebar.

Empty Report

There are the below settings in the menu:

• Render Graphs (Yes/No): Determine if graphs will be rendered
• Render Summary (Yes/No): Determine if a summary will be rendered
• Render Details (Yes/No): Determine if record details will be rendered
• Chart Type (Area Chart/Column Chart/Line Chart): Type of Chart that will be used (if Render Graphs is selected)
• Base Module (Available Modules): Module for which data will be processed (there is the default option ‘All’ that can be used)
• Report Grouping (Date/Date (monthly)/Base Module(s)/Assigned User Name): Determine how records will be grouped
• Date Start: Earliest record date
• Date End: Latest record Date
• Group Order (Ascending/Descending): Order in which records data will be presented
• Select Activities (Meetings/Calls/Tasks/Emails): Which related module’s records will be processed (multiple modules can be selected / by default it is set to All)
• Assigned User: Process only records of a certain Assigned User
• Created By: Process only records that were created by a certain User
• Meetings status: Process only meeting records with the selected status
• Tasks Status: Process only task records with the selected status
• Calls Status: Process only call records with the selected status
• Email Status: Process only email records with the selected status
• Email Address Type (Cc:/To:/From:): Process only email records with the selected email address type

At the bottom of the left side menu there are four menu items:

• Run Report: Start report rendering
• Stop Report Rendering: Stop report rendering
• Download Report (PDF): Create and download the report in .pdf
• Download Report (CSV): Create and download report in .csv

Report Menu items

Here is an example of one rendered Custom Activity Report:

Note: If your parameters return too much data and you do not wish to wait for the report to render you can click on the Stop Report Rendering.

Example Report 1

In this example, there are only record details presented (Render Details: Yes)

If the User selected a summary to be rendered too (Render Summary: Yes), then the summary date would be presented on top of the Details report. For this particular example it would show these two tables:

Example Report 2

Dashlet

The Custom Activities Report dashlet can be set on both record and list views.

If it is set on the record view, it will process data only related to that particular record, while if it is set on the module list view, it would process data from all module records.

From Options, the user has the ability to select which related modules will be processed (Calls/Emails/Meetings) and the time span for which records will be presented (e.g. Last 90 days)

Dashlet