How to generate a report on the activities associated with a Supplier Invoice?

Updated on March 18, 2020 03:46AM by Admin

Customization and user reliability is one of the key goals of Apptivo. Using Supplier Invoices App, you can generate a report on the activities associated with a Supplier Invoice. You need not go through tedious steps to achieve this. With the help of the Reports page, you can simply add the required details and view the report.

  • In the Supplier Invoices App, select Reports from the App header. You will be redirected to the Reports page.
  • In the Reports, go to General → Supplier Invoices Activities from the left panel. The Supplier Invoices Activities page will appear in the right pane.
Activities Report

  • Here, add the values based on which the Report is to be generated.

App - You can select the App whose associated activities have to be taken into account while generating the report.

Employee - The Report can be filtered based on the Employee to whom the task is assigned.

Activity Type - Apptivo offers different activities like Follow Ups, Tasks, Events, and Call logs. You can either choose all the activities or select anyone.

Start Date - Add the start date of the activities starting from when you want to generate the report.

End Date - Add the end date of the activities up to when you want to generate the report.

Modified From and Modified To - You can choose a date range to filter out the records based on when the activity was modified.

Note: It is not mandatory to fill out all the details. It is sufficient to add only the required values.

For Instance: Consider generating a report on Call logs for the month of March for all Employees.

Report Values
  • Select the View Report to generate the report.
View Report

  • To download a copy of the Report, click Export. The report gets downloaded.