Reporting on Outlook Calendar Categories

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D

DCONEAL

We have an office with 6 sales guys. They put all their meetings in Outlook and recently have all been using categories to mark those meetings. Does anyone have a report, tool, excel template, or anything where we can run quick reports for a sales guy telling him he had




Last week


10 meetings in "Category 1"


4 meetings in "Category 2"


16 meetings in "Category 3"




Next week


8 meetings in "Category 1"


4 meetings in "Category 2"


20 meetings in "Category 3"




then be able to compare last month to this month and be able to show this stuff by individual and group.
 
Please see if VBOffice Reporter meets your needs:

http://www.vboffice.net/product.html?lang=en

Best regards

Michael Bauer

Am Wed, 12 May 2010 19:24:50 -0400 schrieb DCONEAL:


> We have an office with 6 sales guys. They put all their meetings in
> Outlook and recently have all been using categories to mark those
> meetings. Does anyone have a report, tool, excel template, or anything
> where we can run quick reports for a sales guy telling him he had

> Last week
> 10 meetings in "Category 1"
> 4 meetings in "Category 2"
> 16 meetings in "Category 3"

> Next week
> 8 meetings in "Category 1"
> 4 meetings in "Category 2"
> 20 meetings in "Category 3"

> then be able to compare last month to this month and be able to show
> this stuff by individual and group.
 
If you add BCM and associate them with an account or client you will be able to create a report which includes the categories
 
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