Daylite Reports

Below you will find some pre-made Daylite Layouts and Reports you can purchase. I can also create custom reports. Ask for an estimate.

User Activities Report

User Activities Report

$ 80button_add_to_cart

Ever wondered what your staff are doing? This is a great report to see exactly what your employees are doing with their time and who they are doing it with.

View Example Report

Includes:

Choose specific User and Time frame for Report


Appointments
Start Date & Time, Category, Appointment Name, Linked Contacts, Organization, Opportunity & Project.

Total Appointments done. 

Tasks
Type of Task, Date Completed, Category, Task Name, Linked Contacts, Organization, Opportunity & Project.

Total Tasks done.

Notes & eMails
Date done, Category, Subject. Linked Contacts, Organization, Opportunity & Project.

Total Notes created.

Method of Selection after report installed:

Go to File menu, select Reports, Click on General then choose "MacAngel - User Activities" choose time frame and user. Click Run then Print. 


Task List with Phone Numbers Layout

MacAngel - Tasks with Phone Numbers

COMING SOON

This layout prints out a nice task list to take with you if you do not take your laptop with you or have a PDA.


Includes:

Check box for done status, Priority, Category, Task name
Connected Contacts: First name, last name & 2 Phone numbers with type.

Method of Selection after report installed:

Click on tasks(s) in Tasks view. Go to File menu, select Print, choose "Task List with #s - MacAngel"

1 page appointment details Layout

MacAngel - Appointment Details

COMING SOON

Includes:
Appointment Start, End Times
Category
Status: ie; Tentative, Confirmed, Postponed, Completed, Cancelled, Other
Details
Organization: Address
Connected Contacts: Phone numbers and eMails
Connected Projects: Name, Details & Pipeline Stage

Method of Selection after report installed:

Click on appointment(s) in appointments view. Go to File menu, select Print, choose "Appts with Details - MacAngel"

Picture 5

© 2006 Marnï Melrose - MacAngel (800) 555-9960 help@macangel.com