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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Activities report inac...
Microsoft Dynamics CRM (Archived)

Activities report inaccurate

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Posted on by Rscroggins 110

In CRM 365 we have had to export our data to excel and create a pivot table to manage the activity reports for our sales people because the canned report for activities seems to be missing certain activities. Such as with one user the CRM report says that they did four tasks, nine phone calls, and seventy three emails. Though once I export it to excel it says four task, thirty six phone calls, and ninety six emails. I feel like there is just something that I am missing please advise.

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  • Rscroggins Profile Picture
    Rscroggins 110 on at
    RE: Activities report inaccurate

    I need report that shows the email, phone, task, and Opportunity close Count in a graphical representation. As I have said the Report "Activities" that is built in has this but it only pulls the Activities that are related to Opportunities. I need it to be related to Leads, Contacts and Accounts also. I have down loaded the report which appears to be a fetch XML file. So I suppose I am seeking guidance on how to alter this fetch XML to pull from Leads, Contacts and Accounts.  

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Activities report inaccurate

    It depends what, if any, information you need to display about the Leads, Contacts, Opportunities and Accounts in your report. If you don't need to display any fields from them, then it should be fairly straightforward to just change the filtering around the regardingobjectid and/or the join from the activityparty.partyid field.

    However, if you want to display fields from the Leads, Contacts, Opportunities and Accounts in your report, then it gets more complex, as you essentially need a query for each. If the report is SQL-based, then you can do this with Unions, but if the report is FetchXml-based I think you can do this with multiple outer joins, and then an expression in the report to consolidate the names (as each name would come from a different field)

  • Rscroggins Profile Picture
    Rscroggins 110 on at
    RE: Activities report inaccurate

    Update I found out that the canned report for Activities only pulls the activities that are regarding opportunities. So If I may adjust my question to be: How can I change this report to include the activities from Leads, Contacts, Oppurtunities, Accounts.

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