How do I generate suppliers activities report?

Updated on June 27, 2020 06:22AM by Admin

In the Suppliers App, these Reports are generated on the basis of activities like tasks, call logs, Follow-Ups, and emails.

Steps to Generate Reports of Suppliers Activities

  • Log in and access Suppliers App from your universal navigation menu.
  • Click on the Reports icon on the App header.
Suppliers

  • You can view the list of General Reports. Click on the Supplier Activities Report.
Reports

  • In the Supplier Activities report, you can download all the Activities of the Suppliers.
  • Here, the Supplier App is Selected.
  • In the Name, click on the Search icon.
App

  • Search and select the Supplier from the list.
Search and Select

  • Employee - You can select the Employee to download the activity report based on the Employee.
Employee

  • Activity Type - Select the Activity type from the List. You can either select all or individual Activity for the Report.
Activity Type

  • Start Date - Start Date of the Activity.
  • End Date -  End Date of the Activity.
  • Modified From - You can select the Modified date of the Activity.
  • Modified To - You can select the Modified To date of the Activity.
  • Then, Click on the View Report.
Dates

  • You can view all Activities for the selected Supplier.
  • Click on the Export button to export in excel.
Export

  • The Report will get downloaded in the excel sheet with the .XLS format.
  • You can print the record by using the Print option in the file.
Excel File

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