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Diary, Printing and Reports

To access any diary report starting from either the Daily or Weekly view…

  • Click “File”
  • Click “Print”
  • Select the type of report you require (e.g. “Diary”, “Time spent”, or “Memos”)
  • Edit your printing preferences, as shown below
  • Click “OK”
  •  

    The “Diary” Report

    This list will show…

  • appointments for the currently selected user (or “All users”)
  • outstanding, completed or all appointments, as per the current selection
  • …you can then use the “Print entries” dropdown to refine this selection to include…

  • today only
  • from and including today
  • selected range (i.e. of dates and times, as specified in the fields at the top right)
  • all entries
  • …and can use the “Order by” dropdown to sequence the report by…

  • date
  • adviser
  • contact
  • lead
  • user-name
  • The “Memos” Report

    This list will show…

  • tasks for the currently selected user (or “All users”)
  • outstanding, completed or all tasks, as per the current selection
  • sent only, received only or all tasks, as per the current selection
  • …you can then use the “Print entries” dropdown to refine this selection to include tasks for…

  • today only
  • from and including today
  • selected range (i.e. of dates and times, as specified in the fields at the top right)
  • all entries
  • …and can use the “Order by” dropdown to sequence the report by…

  • priority then either date or user-name
  • user-name then either date or priority
  • date then either user-name or priority
  • The “Time Spent” Report

    Use the “Show time spent by” dropdown, as shown above, to report on time allocated per…

  • adviser
  • lead
  • user-name
  • contact
  • ... then specify start and end dates for the report and whether you want totals only, etc.

    Export Reports to Excel

    Remember that any report produced within Durell can also be exported to an Excel spreadsheet. See “Printing, Exporting Lists To Spreadsheets”.