How to Download and Schedule the APP Overdue Activity Master Report

Amanda Crawford

Created Feb 08, 2025

How to Download and Schedule the APP Overdue Activity Master Report

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Dashboard

14 Steps
1

Click on Activity

Click on Activity
2

Click on Activity Detail (Looks)

Click on Activity Detail (Looks)
3

Click on Toggle Filters

Click on Toggle Filters
4

Select the filter "Activity Note CreatedDate" and select "is any time."

Select the filter "Activity Note CreatedDate" and select "is any time."
5

Click on the filter "Activity Task Due Date" and select "is before."

Click on the filter "Activity Task Due Date" and select "is before."
6

Change (relative) to (absolute).

Change (relative) to (absolute).
7

Under the date, select YESTERDAY'S date (the day before the report is being run).

Under the date, select YESTERDAY'S date (the day before the report is being run).
8

Select the filter "Activity Task Task Status" and select "Open."

Select the filter "Activity Task Task Status" and select "Open."
9

Click on Run

Click on Run
10

Click on Explore actions (gear icon)

Click on Explore actions (gear icon)
11

Click on Download (⇧ + CTRL + L)

Click on Download (⇧ + CTRL + L)
12

Name the report "APP Overdue Activity Master Report"

Name the report "APP Overdue Activity Master Report"
13

Select All results

Select All results
14

Click on Download

Click on Download

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To Schedule

15 Steps

After you've downloaded the initial report, you can schedule it to continue sending updated information every week.

15

Click on Explore actions (gear icon)

Click on Explore actions (gear icon)
16

Click on Schedule (ALT + CTRL + S)

Click on Schedule (ALT + CTRL + S)
17

Name the Schedule "APP Overdue Activity Master"

Name the Schedule "APP Overdue Activity Master"
18

Select Email

Select Email
19

Add the email recipients, use commas for multiple addresses

Add the email recipients, use commas for multiple addresses
20

Select XLSX

Select XLSX
21

Under Trigger, select Repeating interval

Under Trigger, select Repeating interval
22

Select Weekly

Select Weekly
23

Select Monday at 6:00 AM

Select Monday at 6:00 AM
24

Toggle Filters

Toggle Filters
25

By Activity Task Due, select (relative)

By Activity Task Due, select (relative)
26

Then indicate 1 and "days ago."

Then indicate 1 and "days ago."
27

Toggle Advanced options

Toggle Advanced options
28

Under Limit, select All Results

Under Limit, select All Results
29

Select Save All

Select Save All
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