How to download the Contact Activity Report

Check transactions for customers or suppliers within a specific date range using the Activity Report. 

Download the Contact Activity Report

1. Go to Contacts, then select either Customers or Suppliers.
2. Tick the checkbox next to the contacts whose activities you want to review.
3. Select More, then choose Activity Report.
4. Enter the start and end dates in the From and To fields.
5. Select Generate.
6. A notification will appear in your menu bar to inform you when the report is ready.