How do I create a report showing my daily activities?

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Posted on by Community Member Microsoft Employee

At the end of the workday, I want to see just how many phone calls, emails, new accounts, new opportunities etc that I have created. Is there a way for me to pull this report if I am not a manager? Thank you.

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Community Member Microsoft Employee on at

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RE: How do I create a report showing my daily activities?

Hello,

Refer this link on step by step procedures:

http://crmbook.powerobjects.com/basics/analytics/microsoft-dynamics-crm-report-wizard/

Hope this helps.
Thank you :)

Please do verify if you find it helpful :)
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PS 23,577 on at

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RE: How do I create a report showing my daily activities?

Go to Sales>>Reports>>New

Give it a name, select 'Activities' as related entity and click on report wizard button

Start a new report and click next

Type name and select Primary record type

Apply the filter as shown below and enter your name in the owner, click next

Add columns and grouping

Select Table only

Click Next and Finish

Run report

Note: If in case you do not have necessary security roles & privileges for reporting, you might not be able to perform this action. But under reports if you can see 'new button' it means you have privileges