Filtering the Activities List

You can use a combination of filters to display only the activities you want to view.

To filter by
Action

Field Rep

Select All Reps from the drop-down list.

—or—

Select a Field Rep name from the drop-down list.

The list automatically updates based on your selection.

Retailer

Enter a retailer number in the field next to the Field Rep and click the green GO button to update the list.

°     Leave the field blank to display all retailers.

°     Click the Clear button to clear the retailer number and display all retailers.

Date Range

Click in the date fields and select starting and ending dates from the pop-up calendars. The list automatically updates based on your selections.

 

See Also:

Exporting Activities to an Excel Spreadsheet