The tickler report lists actions with the constituents assigned the action type you are reporting.  The report can be broken down by solicitor name or action date and includes solicitor names, action date, and action type with the constituent name and telephone number.  You can include notes recorded on the Attributes/ Notes tab in the action record.  This is handy as a to-do list to print for either a solicitor or notified user.  

    • Click Reports, Action Reports
    • Double-click the Action Tickler Report
    • On the General tab, include all records, a selected query of records, or one record, and enter a date range, as needed. Here, you can also filter the report by action priority (high, normal, and low), action progress (completed and not completed), and action source (constituent, appeals, and events).
    • On the Filters tab, filter by action category, action type, action status, action track, constituent code, solicitor, campaign, fund, and notified user.
    • Use the Attributes tab to include or exclude records on the basis of constituent, action, appeal, or event (included with the optional Events module) attributes.
    • On the Format tab, highlight Details on the left, and select whether to base the report on the assigned solicitor or notified user. Also, select optional fields such as phone numbers, action notes, and action attributes.

    By default, the report includes these columns:

      • Notified user/assigned solicitor, action date, and action category
      • Action start and end times
      • Constituent/contact
      • Action type and status
      • Action priority and progress
      • Action detail and proposal (included with the optional Search module)