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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Reporting on Activities
Microsoft Dynamics CRM (Archived)

Reporting on Activities

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Posted on by Community Member

Hi All,

I am trying to create a report that will show the customer name and along with the recent activities that have happened.  The idea is that this can then be taken to a meeting and provide a very high level overview of what has been happening for management.

Does anyone have any experience of how they use the CRM for this?

We thought it would be good to create a report that shows the customer name and then display the contents of the activities that are shown on the account.  Perhaps the 'Posts, Activities, Notes' section on the account.

I am having difficulty in getting this information to display.

Does anyone know what I need to select in reports to display this information? Despite picking what I believe are the right fields, I often end up with a blank report.

Thanks  

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Reporting on Activities

    Hi,

    You can create report with primary entity as account and secondary entity as activity (regarding), then you should be able to do grouping based on the account and place required activity fields.

    Thanks

  • Community Member Profile Picture
    Community Member on at
    RE: Reporting on Activities

    Thanks for coming back.

    When I try this, I end up with blank entries but I am not sure why.  Any ideas?

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Reporting on Activities

    What data you see depends on the filtering criteria, so make sure you are selecting it correctly for example duration when records is created or modified (You can change filter criteria by clicking on Edit Filter button on report)

  • Community Member Profile Picture
    Community Member on at
    RE: Reporting on Activities

    OK, I will still having very little luck with this but then I discovered something.

    Originally, I was creating and running reports within the 'Reports' section of the CRM.

    I have since discovered that I can also run these reports from within an account itself.  

    Interestingly, the Account Summary and Account Overview reports which are built into the CRM do run and do display some of the information I required.  Including the 'activity' that I was originally after.

    I concluded that it would therefore be a straight forward case of looking at these default reports to understand how this was achieved.  However, it does not appear that you can view or edit these files so I am still confused why I cannot get this information to be displayed.

    Is there anyone able to try and create a report on their system and then tell me what they did so that I may attempt to replicate at my end and confirm what I am doing wrong?

    Thank you all!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Reporting on Activities

    Hi Wayne

    Try the steps below. This should get you started with an activity report.

    You may strike problems if you want to report on the rolled up activities though. For example if you have several tiers of organisation structure for an Account and each level is an Account in their own right and parent organisation field is populated appropriately, a recorded activity against the lowest level will roll up to the top level.

    Reporting on this from say the top level, is not straight forward. Well, I have not been able to crack it anyway.

    So, the steps below are for a simple activity report against an entity who has an activity recorded against them. Hope it helps.

    Im sure one of the real guru's on here can do a better job of what I have come up with but it should get you started.

    Regards

    Go to Reports

    New

    Report Wizard

    Start a new report

    Next

    Name - test activities

    Primary record type - Activities

    Related record type - Activity Parties (Activity)

    Create simple query = eg Regarding = "enter value" (prompt for a contact or account)

    maybe also add Activity Status = Open

    Click next

    Design your layout

    Something like Activity Type, Subject, Status,

    Grouping on Activity Party

    Next

    Select table only

    Next

    Next

    Finish

    Run Report

    Repeat steps above until you have the fields/results you are looking for

  • Community Member Profile Picture
    Community Member on at
    RE: Reporting on Activities

    Thanks for the help Alcione.

    It does produce content in the subject line but how do you get the additional information that is shown in the summary report?  The summary report shows the actual content of each email tracked in the CRM.

    Any ideas?

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Reporting on Activities

    Hi Wayne,

    You can add more fields just like you added subject, please refer below posts that will help you to create a report:

    www.microsoft.com/.../create-edit-or-copy-a-report-using-the-report-wizard.aspx

    crmbook.powerobjects.com/.../microsoft-dynamics-crm-report-wizard

    Thanks

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Reporting on Activities

    Sorry, weekend here Wayne but I see you have had a great response from HIMBAP.

    If you go back to the report creation process I showed you earlier, where you select columns, scroll and find  record type "Activity (email)"

    Then select Email for the column.

    Play around with the width.

    Hope this helps.

    Regards

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