How to use Activity Reports

Run an Activity Report.

1. Open Reports → Activity.
2. Tick the entity types you want included (Organisations, People, Assets — any combination).
3. Set the From and To dates. The default is the last 30 days.
4. Optionally narrow by Status (Active / Archived / Any) to skip records that are not in play.
5. Click Generate report — each entity with at least one new note or image in range renders as a block. Entities with no activity are omitted.
6. Click Download PDF to save or send a tenant-branded version of exactly what is on screen.

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