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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.

See Also

Generating and Managing Mass Report Activity Records

To update report specifications

To request a report and generate activities

To view activities


ASI logo 10.6 Production Release. Updated 10/5/2005 3:49:28 PM
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