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Deleted Activities Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Deleted Activities Report.

To access the Deleted Activities Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database:

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On the resulting page, your Deleted Activities Report is accessible within the Activity Reports section:

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After clicking Deleted Activities, your report will open up. Here's a look at a sample Deleted Activities Report:

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Note that the columns will allow you to sort the report data based upon that column's data by clicking the column name.

Above your report, you'll see several Options:

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If you've selected at least one of the activities in this report, you can click the "activity options" menu from this bar. You'll then see this:

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This will allow you to restore any deleted activities from this report to your database, should you need to.

Click "filter" and you'll see the below modal: 

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  • Apply Filters — in order for any of the filters below to be activated, you must click this button at the bottom after making your filter choices (or strike Enter on your keyboard).
  • Start Date — You can elect a different Start Date by typing directly in the box or by selecting a new Start Date from the Calendar that appears when you click inside this box.
  • End Date — You can elect a different End Date by typing directly in the box or by selecting a new End Date from the Calendar that appears when you click inside this box.
  • Servicing Advisor — By default this is blank. If you would like to filter the Report for one or multiple specific servicing advisors, you can make those selections here.
  • Writing Advisor — By default this is blank. If you would like to filter the Report for one or multiple specific writing advisors, you can make those selections here.
  • Subject — By default this is blank.  You can search for specific words or phrases in your Activities' Subject lines here to filter by those.
  • Description — You can add Descriptions within your Activities. You can search for specific words or phrases in your Activities' Description field to filter by those.
  • Status — By default this is set to "Open" Activities.  You can instead select to filter by "Completed" or "Open and Completed".
  • Repeating Options — By default this is set to "Repeating and Non-Repeating". You can instead select to filter by one or the other.
  • Activity Types — By default all Activity Types are displayed.  You can click this to instead filter by any combination of the Activity Types available within your database.
  • Activity Categories —  By default all Activity Categories are displayed.  You can click this to instead filter by any combination of the Activity Categories available within your database.
  • Activity Attendees —  By default all database users' Activities are displayed.  You can click this to instead filter by any combination of your database users' activities.
If we now turn back to the options above your report: 
 
Clicking export will download the data and allow you to open it up in Microsoft Excel.
 
The pdf button downloads a report, suitable for printing.
 
Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts.
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