Reporting on open Tasks & Appointments

[James_McMahon]

Hi,

Is there away to run a report to show all open/active tasks & appointments? Similar to Salesforce.

Thanks

[John_Borelli]

Have you looked at Admin->Reports and selected “Task Notes Report”?

[James_McMahon]

Many Thanks John.

I seem to know be having an issue with exporting the report! When I go Actions → Export → Process
I end up with an empty CSV file.

[Cheryl_Hunt]

Did you select all of the task/note ID’s in the search, @James_McMahon? I’ve forgotten to do that more than once.

[John_Borelli]

Yep! Like @Cheryl_Hunt says, be sure to check that little box! lol