Activity Reporting

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Posted on by Mbentick

I am hoping someone can help me out.

I want to have a report on all activities (appointment/phone call/task) for the last week sorted by owner. but i want to add a couple of fields that are specific to an activity type (ie the outcome of an appointment), but i cant do that through advanced find using ACTIVITIES.

I have tried creating an ssrs report, but i can't see a way to get around this without creating 3 datasets (appointment/phone call/task) and they don't pull through on one report by Owner.

Please help!!

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Mick_4711 552 on at

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Hi Mbentick,

This is very rudimental. So you have to add the attributes you need in the entities email, phonecall, task, appointment.
And please check the date fields you need as attributes and as filter. I took createdon in this fetchxml.

You can group by owner and activitytype in the report.

Best regards
Mick

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