Source Technologies CRM+BPM manual

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Figure 14.

The HTML reports are driven by input factories and are primarily used for reporting activities by activity types by certain criteria. Some of the typical reports would be ‘Activities Due Today,’ ‘All Open Activities,’ ‘Activities Past Due Date,’ etc. As shown in Figure 15, the HTML reports are accessible from ­ @QuickLinks­>Home­><report record>­>Report. It is Ohioedge CRM+BPMServer administrator’s job to create HTML reports.

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Contents Ohioedge CRM+BPM Server Users Guide Tammy Dixit January 5 Ohioedge CRM+BPM Server Users Guide Introduction Background Ml e xs ­ sR r e p Campaign Management To be completedAssignment Management Activity created by a campaign Creating an ActivityPage Page Page Page Page Business Cases Login Here are some results Activity Audit Report Number of open activities by Assignee Report Page Page Page Business Case II Activities review by Regional Manager Page Page Business Case III To­do review by Sales Rep Page Page Page Page Page Page Shows the bottom part of the Activity screen Page Page Email Template Letter Template Summary