Contact activity report

Use the Activity Report to check the transactions entered for one or more customers or suppliers over a specified date range.

  1. Go to Contacts, then click either Customers or Suppliers.
  2. Select the check box next to the contacts you want to view the activity for.
  1. Click More, then click Activity Report.
  2. Enter the dates you want to run the report in the From and To boxes.
  3. Click Generate.

The report automatically downloads and a message appears on your menu bar to let you know when it’s ready. The amount of time the report takes to download depends on the amount of data you’re exporting. You can continue to work while the report downloads.

  1. Once the report has downloaded, from the menu bar, click the relevant report.

Depending on your Internet browser, the PDF opens in a new window or tab.

  1. Open your browser’s File menu, then choose to either print or save the report.