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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

See Also

Generating and Managing Mass Report Activity Records

To update report specifications

To create a report-specific activity type

To view activities


ASI logo 10.6 Production Release. Updated 1/23/2006 12:04:30 PM
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