Report on activity

đź’¬ General Discussion
1

I’m trying to put together a report that just lists the first and surname of any contact that has had their history modified before a set date. I want to use it to give me a nice print out of the customer’s I’ve called, I’ll have to set the date each time I use it, but that’s fine, only thing is I cant find the “History” to use as a condition for the modified date

Anyone done it?

Thanks

2

Are you referring to the history subpanel?

Thanks,

AlxGr

3

Yes Thanks

4

Look at the Trackers module in Reports, it might work for you.

The information you see there is what you define in Studio / Fields as “auditable”, and what you can access from each record’s detail view in the action button “view summary”.

Another approach is to just track specific kinds of history (calls, emails, ets). History is not really a module storing information - it is only a subpanel that aggregates information from several other modules.

5

Ok. So the History subpanel is not a module on itself. It displays information from other modules: Calls, Meetings, Emails, etc.

For you report on Contacts, you need to collect history from the related modules directly.

Thanks,

AlxGr