Products assigned to Tasks

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Products assigned to Tasks

This report will list activities that have the selected product range. The report can highlight issues with products/services within your organisation. It gives a more apparent breakdown of products with products or credit requests.

 

Select the activity types (specific ones can be defined for this purpose) and the product range to print. The date range will default to the current month but can be changed by entering the date or using the drop-down calendar to select a wider range of activities.

 

The report can be grouped by Activity type, and then product or the report can be run in Product order and then activity; select the option using the order sequence.

 

Report_TaskProducts