Sales - Activity Report

Overview

Surf Accounts provides all the relevant information in a methodical and structured manner to make it easy to understand. It has been designed in such a fashion so that it can be used by the large corporation, and small and medium enterprises and accountants. You can customise your reports for the individual business. With simple select options, you can preview them on the fly before emailing or saving a copy. The reports will be generated which can be viewed in an interactive way on a real-time basis.

Activity Report

The objective of the Activity Report of the Surf Accounts is to provide information regarding the meetings and task of the user of the business which is very useful to a wide range of users in making an economic decision, like meeting, follow ups etc. 

Activity Report will generate the report for all the meetings or tasks which are being recorded in the Diary Section of Surf Accounts about the day to day business activities. The Activity Report will also show all communication including emails with the customer, prospect or supplier of the login user business To access the Activity Report choose Reports» Sales » Activity Report »Run. The following screen will appear.

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Browser View of the Activity Report

Customisation of the Activity Report 

The activity report can be generated for a specific time period. Select the “Date Range” you wish to generate by using the calendar. From the same browser you can generate report “Activity” wise or by “User” wise. For e.g. in a business there are multiple staffs and they can have different task or meetings or event on different dates. By selecting the specific user name you can generate the report of the particular user. Select the name of the user from the drop down for a specific user or else the entire report will be generated. 

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Browser view to generate the “Activity Report” Date Range, Activity Type wise and User wise. 

You can customise the “Activity Report” by selecting the “Advanced” option.  By selecting the “Advance” option a new browser will appear on the screen as “Advance Settings”. If you wish to sort the activity report choose the “Advance” option. It can be sorted by “Date”; “Activity Type” etc. The feature of the activity can be selected from the “Feature” drop down as “Not started”; “In Progress”; “Completed” etc. From the “Column Order” the type of the “Activity” can be included or excluded and after the customisation click on the “Update” button in the “Advance Settings” browser. To access the “Advanced Settings” choose Reports» Sales» Activity Report» Advance the following screen will appear. 

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Browser View of the “Advanced” option in the Activity Report.

By selecting the "Advance" button the "Advance Setting"  pop up will appear in the browse. You can include or exclude columns in the report as per your business requirement. After selecting the columns or "Sorting" select the "Update" button. The following screen will appear.       
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Advance Setting options to include and exclude columns in the report. Sort the Report from this pop-up and select update.

Toolbar Functionality of the Opportunity Report Browse

To Print, Save or Email the Activity Report select the options from the toolbar of the reporting browse. The “Activity Report” can be saved as a PDF file to the local machine. You can also download the report as *xls file by selecting the MS-Excel option. 

By using the Toolbar of the Activity Report browse you can print, download in MS Excel format, Save to your local machine as PDF and email the report.

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To print, save download in MS Excel and email use the Toolbar of the Activity Report.   

Print the Activity Report: To print the “Activity Report” select the print icon from the toolbar. A preview will be generated along with “Print” icon to print. The following screen will appear.
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Download Activity Report in Excel Format: To download the Activity report in MS Excel format select the “Excel” icon from the Toolbar. All the activities entered into Surf Accounts can be downloaded in MS Excel format as follows.
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Download your Activity Report in MS Excel to your local machine.

Save: To “Save” the Activity Report to your local machine as PDF select the “Save” icon from the toolbar. The following screen will appear to save the report.

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Activity Report Saved as PDF files to your local machine. 

Email: To Email, the “Activity Report” select the “Email” icon from the “Opportunity Report Browse”. A pop up will appear on the screen to send the report as an email. The recipient will receive a PDF file as an attachment. The following screen will appear. 

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The pop up appears to send an email. The recipient will click on the attachment to open the Activity Report. 

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