Activity Report

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Posted on by Community Member

Hi,

Looking to create a report for "activities", per contact, for a given day, week, month, quarter. Maybe I missed it somewhere, and I understand how to create views for the most part, etc. but I'm pretty green on the report end of things. An ideal report would be for all activities from staff member "x" to include calls, e-mails, etc. to ensure they're doing some work.

Thanks for any insight.

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PS 23,577 on at

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Hi Mike

Go to sales>>reports>>new

Give your report a name>>Click on Report Wizard>>Start a new report>>click next

Follow the steps below in screenshots:

You can add actual end grouping by month/year/day/fiscal period etc (for each time fram you can create separate reports)

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Thanks again Prashant. Couple small things in between a couple of the screen shots but easy enough. Thanks again!!!!

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