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Topics#Reports & DashboardsPregunta de Violeta Roshka
Violeta Roshka (Salesloft) preguntó en #Reports & Dashboards
20 mar 2019, 21:33

reports

Hi, I need help creating a report that shows all activites created by reps divided by the number of reps, trying to show the ratio of activities per sales rep. Thanks!
7 respuestas
  1. Sunil Sarilla (M&G Investments)
    20 mar 2019, 22:23
    Hi Violeta,

     

    you will need a custom formula field and a custom report type to accomplish what you need

     

    create a formula field on the User object

     

    formula return type: number

     

    formula is

    1

    Now create a custom report type with Users as Primary Object

     

    and activities as the secondary object, define the relationship between the objects as A user record must have at least 1 activity record

     

    Create a report using the newly created report type

     

    Group the report by Assigned field

     

    Create a custom summary formula field on the report and formula will be

    Formula_Field__c:SUM/RowCount

    Click on Insert summary field button to select the Formula field and select SUM

     

     
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