This standard feature allows the user to create mass activity records when running system-generated Omnis and Crystal reports. To enable this feature, the PRINT_CREATE_ACTIVITY option will need to be entered in the Options field on the Detail Report Parameters window. The default value for this field is NO_CREATE_ACTIVITY.
When PRINT_CREATE_ACTIVITY is entered in the Options field on the Detail Report Parameters window, the Create Activity option will be enabled on the Selections window. You can choose to not create activity records by disabling the option.
The NO_CREATE_ACTIVITY option should display in the Options field for the following report specifications:
■ Certification - Labels, letters, and exports
■ Fundraising - Exports, reminder notices, and letters
■ Events - Badges, certificates, confirmations, exports, labels, letters, and tickets
■ Customers - CEU Detail report, certificates, exports, labels, and letters
■ Orders - Labels
To update report specifications
To update additional report specifications, edit the Detail Report Parameters window to add either PRINT_CREATE_ACTIVITY or NO_CREATE_ACTIVITY to the Options field.
1. Select Utilities> Report Specs to open the Report Specifications window.
2. Select a report.
3. Click Edit.
4. Click Parameters to open the Detail Report Parameters window.
5. Enter one of the following commands in the Options field:
□ Enter PRINT_CREATE_ACTIVITY to enable a Create Activity checkbox on the report request screen; or
□ Enter NO_CREATE_ACTIVITY to display a disabled Create Activity checkbox on the report request screen.
6. Click Save.
The Options field in the Detail Report Parameters window.
To create a report-specific activity type
Activities used as report activities must have the Allow user Edit option enabled.
1. From Customers, select Set up module> Activity types to open the Set up activity types window.
2. Click New.
3. Enter an activity name, for example, REPORT.
4. Tab to Description, and enter a description, for example, Report Generation Activity.
5. Tab to the Description prompt field, and enter a prompt, for example, Report Desc. This field will store the description of the report.
6. Tab to the Source prompt field, and enter a prompt, for example, Promotion Code.
7. Enable the Allow user Edit option.
8. Click Save.
To request a report and generate activities
1. From Customers, select Generate reports.
2. Select your Report Type and the desired report from the Available Reports list.
3. Select the appropriate Report Destination.
4. Click Run. The Member/Contact Selections screen appears.
5. Enable your desired member/contact selections for your report, making sure the Create Activity box is selected. Click OK to open the Activity Detail window.
6. Enter an Activity Type, or press Ctrl+L to select a value.
7. Enter a Source Code, or press Ctrl+L to select a value.
8. The Date field will default to the system date and can be changed if necessary.
9. The Description field will default to the report title on the Report Selection window.
Note: Clicking Cancel will cancel the activities, but the report will process.
10. Click Save to process the report.
11. A dialog box shows the number of activities to be inserted and asks if you want to run the procedures. Select Yes.
The Member/Contact Selections Window
To view activities after report processing
After the report processing is complete, activity records can be viewed.
1. From Customers, select Manage customers.
2. Find a customer record for which a previous report was processed, for example, 105.
3. Select the Activities-All tab.
4. Select the activity created to open the Activity Detail window.