Master Activity Report

All of the action steps you create using the Add an Activity form are organized by pillar and module in the Master Activity Report. An example of the Master Activity Report can be viewed below:

Master Activity Report

View Completed Activites

Attract New Clients and Develop New Business
Networking
Completion Date	Activity (What you will do)	Action Items and Next Steps	Results	Soft Cost	Hard Cost
11/31/2007 Remind Me:	Develop list of A-level clients Remove  |  Edit Add Activity to Outlook	Review past year's billings to determine what my top clients have in common	Meeting 10 new business and professional contacts over the next year Activity Complete	10 Hours	$500
Create Targeted and Effective Communications
Website Development
Completion Date	Activity (What you will do)	Action Items and Next Steps	Results	Soft Cost	Hard Cost
12/31/2007 Remind Me:	Have website built for our firm Remove  |  Edit Add Activity to Outlook	Work with website developer to create website for our firm giving firm history, practice areas, and experience	Receive 5 clients through website in first month of the website being active Activity Complete	50 Hours	$4500