Hello

It depends on exactly what you are looking to generate.  You may want to look at using a Template for this. Templates share a lot of capability with Reporting: you can navigate the set of fields available for an object and bring them into an HTML-formatted document.  In particular you can list related items in that document.

So you could define an 'Activity List' template based on the People record type.  Using the field chooser select items to bring in.

See this article for more information: the worked example is pretty much exactly what I am suggesting. 

Hi,

Thanks for your reply. I'm afraid it doesn't seem to work as I have added custome fields to the activities section and these are the ones that I want to show in a report and these aren't given as options under Person or Opportunities in the template. Is there a way around this?

Many thanks.

Custom fields are included in the list of available fields.  You may have to go 'through' the Activities drop-down to see them.    Note that in the example below there are a number of custom fields... (click to enlarge).

Hi, Thanks, that now works. However, the new template doesn't appear to be in the options for 'template' in the reports section, so I'm not entirely sure how to generate the report? I'm also confused by the instructions "but when the template's used on a Person record, it will display a row of data for each Activity for that Person, as shown below" - how do you use the template on a Person record?

Many thanks for your help.

 Hi Emyr

You might like to take a look at the videos on the website, or look at purchasing some training which will explain this further.  Please let us know if you would like to take the latter option.

Regards

James.

Hi,

What are the pricing options for training?

Thanks,

Emyr

Hello again,

Our sales team has sent an email about the training options.  

Regards

James

In next release of Workbooks, due out in late summer, you have the option to use prepopulated reports. For Activities reporting it would be useful to take a look at the prepopulated Activities report, which contains a number of standard 'Activities' fields. From here you can go on to build your summary view to meet your specific requirements.