Client Activity Report (Action Reports)

The Client Activity Report allows you to quickly understand what each Plan or Task is about and whether it is on schedule.

To run the report, click on the Client Activity Report link on the main Reports page:

You will now need to specify a date range and client/plan for the report:

The Layout options allow you to add or remove fields from the report:

When you are happy with the report criteria, click the Run Report button to generate the report.

The Options tab allows you to export the report to one of several common file formats.