Action Detail Report

Update the Action Detail Report so that the column widths can be changed, and the unwanted columns (like Campaign Fund, Contact Notified User, Proposal) can be removed. Also allow the ability to include Action Notepad Description.

  • Guest
  • Apr 4 2013
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  • Guest commented
    June 23, 2016 16:29

    Action Notepad Description would be extremely helpful! The Action Detail Report is pointless to our organization without this.

  • Erin Cox commented
    March 30, 2016 20:08

    I agree on all fronts.  The Optional Column selections are not helpful  - all columns should be optional.  PLEASE add Action Notepad Description.  I assume we aren't the only ones that keep pertinent info in that field - its a big jump from action type to notes. 

  • Guest commented
    March 24, 2016 18:38

    I have been having a problem with the report cutting off names. The KB solution below indicates that the issue has been resolved, however, I just finished a chat with support where said that it appears that a more recent update may have broken the fix. This has got to be resolved. Every week I distribute this report and everyone complains about the names being cut off. I have event tried to export it to excel and manually fix, but it literally only exports the letters that appear on the report and not the full name.

    The Action Detail Report is a great tool for tracking the effectiveness of your actions. ... Note: This allows more space under the constituent name field in the Action Detail Report.
  • Guest commented
    March 17, 2016 23:50

    Definitely need to add the ability to add the MOST recent Action Notepad Description!

  • Guest commented
    March 17, 2016 23:50

    Please consider doing this!!! The Name/ID Column is too short. It constantly cuts off longer names. This is especially a problem for org cards that tend to have longer names.