In this article we will be going over the activity disposition report. This report will go over the different types of activities that you have scheduled in your CaterZen account. For example it will show all the mailings and phones call for the date range that you have chosen.
1 - Click on the More tab - then click on the Reports tab - on the next page click on the To-Do Reports tab.
2 - Next click on the Activity Disposition Report link.
3 - The next page will allow you to choose the date range - who the activity was assigned too - and they type of activity. Once you are done making your selections please click on the Generate Report tab.
4 - The next page that will appear is the Activity Disposition Report
5 - Please note that you can choose to Print as a PDF - Download as a PDF - View in Excel - or Email the report.
You have now learned how to use your Activity Disposition Report.