Add an All Open Activities Report
This report is not possible via filters because it is impossible to know the start date for the earliest open activity in the system. Please program this and make it available in the report list. From there, we could filter by advisor or attendee.
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The start date in the Activities by Contact report can be set to any date. If the date of the first activity is not known, we recommend setting the filter to something ridiculous- like “01/01/2000”.
Then, all activities from the beginning of the database will be sure to show.
Contact us at email@example.com or 800.206.5030 for assistance with the feature!