Activity Report

Provides a detailed report for constituent activity during a given date range (required).

Report Columns

Activity Source Contact Name
Activity Type
Activity Subject

Optional Columns

Some of these can be custom fields, but in that case custom fields need to work with activities if they don't already, and we need to be able to include those custom fields in our reports.

Source Contact Address
Source Contact E-mail
Activity "With" Contact Name
Activity "With" Contact Address
Activity "With" Contact E-mail
Assignee Contact Name
Assignee Contact Address
Assignee Contact E-mail
Date
Action Form URL
Action Form URL Token (a query parameter that you can pass to the action form and then to CiviCRM via the API that indicates the source of the action, i.e. where the action-taker came from)

Future Columns

Activity Source (requires CiviSource or something similar)
Activity Campaign (requires CiviCampaign or something similar)
Activity Page (from CiviAction)

Filters

Date (start and/or end)
Activity Type
Activity Subject
Membership status (whether or not they are a member, according to CiviMember)
Arbitrary numberical limit

Future Filters

Activity Source
Activity Campaign
Activity Page

Default Filter Values

start date defaults to beginning of month.

URL options

Current/Prior day/week/month/quarter/year

Group by columns

Date
Activity Type
Source
Campaign
Page

Sub-total columns

Date (day/week/month/quarter/year)

Other Options

Include activity statistics (need to define these; number of actions, number of online adds)
Sort by: Contact Name (default), Date, Activity Type, Source (needs CiviSource), Campaign (needs CiviCampaign), Activity Page, Statistics (to create top 5 list)

Permissions

view contacts