My Activities

This report lets you view all activities assigned to you, by yourself or by other users.

To create the report, choose Business Partners Business Partner Reports My Activities .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Display Only Open Activities
Hides activities that are closed.

Handled by
User to whom the activity is assigned.

Activity
Main type of the activity.

Type
Sub-type of the activity. Example Technical or Service can provide information about the type of meeting, phone call and so on. End of the example.

Contact Person
Name of the business partner contact person specified for the activity.

Remarks
Text entered in the Remarks field in the Activity window.

Personal
Yes if Personal is selected in the Activity window.

Tentative
Yes if Tentative is selected in the Activity window.

Reminder
Yes if the Reminder is selected in the Activity window.

Reminder Period
Time period for sending a reminder defined in the Activity window.

Sales Employee
Default sales employee of the business partner.

Closed
Yes if the Closed is selected in the Activity window.

Closing Date
Date on which the activity was closed.

Room, Street, City, Country, State
Address details entered for a Meeting type of activity.

Content
Text specified on the Content tab of the activity.

[Document Icon]
indicates that a document is linked to the activity. Note Double-click the icon to open the linked document. End of the note.

[Attachment Icon]
indicates that a file is attached to the activity. Note Double-click the icon to open the attached file. End of the note.

Source Type
Sales Opportunity - If the activity was created from within a sales opportunity. Service Call – If the activity was created from within a service call.

Source Number
Sales opportunity or service call number from which the activity was created.

Previous Activity
Original activity number if the activity is a follow-up activity.

System Date, System Time
Date and time when the activity was added.