Creating a graph to show user activity?

(0) Share

Report

Posted on by Community Member

Does anyone know how to run a report which will generate a graph showing user activity in the system? I would like it to include creating Opportunities, Activities, etc.

Any help is appreciated.

Thank you,

Victoria

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

Community Member on at

Like (0)

Report

Instead of using a report you could create a chart from a view.

Create a view for opportunities with filter created On = this year (if you want to see it for current year only) and add the columns Topic and owner.

When you are on this view, pull the charts menu from the right and add new chart.

In there select bar chart and give the settings as above. You can do the same for activities as well

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

Hi Vweber,

You can create CRM Chart, but for many entities, you need to create separated charts for each entity.

You just want to get the total activity for each user, right?

You can just set the Owner as the Axis.

You can see the Activities by Owner Chart, as example:

Hope this helps!

Thanks.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Sorry if this is a beginners question but how do I create a chart from a view?

I have been on maternity leave and am getting back into the system. I want to see a list of all of our regional mangers and their activity in crm for this past year.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

How do I create the chart?

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

Hi Victoria,

For express Chart, you can just go to the View, and then in the right, you can find a Chart Pane, you will get the Chart Designer as I gave the screenshot before.

Or, you can go to Customization --> Entities --> then go to Chart.

You can create another views to filter the criteria shown in the chart

Check this link:

www.microsoft.com/.../create-or-edit-a-chart.aspx

and

www.youtube.com/watch

Thank you.

Was this reply helpful? Yes No
Suggested answer

Aileen Gusni 44,524 on at

Like (0)

Report

Hi Victoria,

Check this link.

crmchartguy.wordpress.com/.../is-your-regarding-field-on-activities-set-correctly

Was this reply helpful? Yes No