activity completion timeline
I would like to be able to run a report that would show me the timeline for how long it has taken for when a task was first assigned and then ultimately completed. For example, if opening a new account was assigned on 1/4/2021, and the action to actually start that process begins on 1/15/2021, so the account ultimately gets opened on 1/31/2021. It would be helpful to be able to run this report by client as well as by Attendee/ as well as by Writing Advisor.
9
votes
Laurie Nardone
shared this idea