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Topics#Data ManagementPregunta de Denitsa Micheva
Denitsa Micheva ha preguntado en #Data Management
15 jul 2011, 15:09

Daily calls completed by user

Hello! How to create a report which shows completed calls logged for the day by user- Activities by user for this particular day? I tried several different ways but they don't give me the information I need. One of them took the last modified date so the information was completely wrong - some records were duplicated and it didn't show me the calls completed by the user. If the lead is converted or merged the mess become bigger.

 

Now we use "due date" as a filter and the things look much better. 

Does anybody knows a better way?

5 respuestas
  1. Ruth Margolis
    20 jul 2011, 13:34
    Absolutely.

     

    Setup/Create/Report Type

     

    There's a Wizard that will walk you through the process of setting up a Report Type.  I'm keeping my fingers crossed that you can create an Activities and Task report, sometimes the objects don't work and play well together.

     

    Good Luck!
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