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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How do I create a repo...
Microsoft Dynamics CRM (Archived)

How do I create a report showing my daily activities?

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Posted on by Community Member

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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  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    Go to Sales>>Reports>>New

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

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    Start a new report and click next

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    Type name and select Primary record type

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

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    Add columns and grouping

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    Select Table only

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    Click Next and Finish

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    Run report

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    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

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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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