Skip to main content
Topics#Reports & DashboardsQuestion de Denise Carter
Denise Carter a posé une question dans #Reports & Dashboards
28 nov. 2016, 22:52

Need Help Running a Weekly Activities Report for an Inside Sales Rep

I have a new inside sales rep and I'd like SF to keep track of all of her activities rather than relying on her to manually report the data. She adding her activities to SF (and marking the task complete) but when I reun the reports, very few of her actual activities are showing (and I"ve verified they are in the Activity History in SF). 

 

The report is set up to track her activities using the "Last Modified Date" as the main requirement. For this past week, she made 89 calls and sent 5 emails. The report from SF showed only 6 records. I'm pulling my hair out!

 

Below, I have the actual report from this week (which contains 6 entries for the entire week).  The second image is of a completed task which does NOT show up in the activity report. To me, that second picture shows that it should appear in the report based on the last modified date and the inside sales reps' name (which I used as a filter for the report). What the heck am I doing wrong?

 

Denise

 

Need Help Running a Weekly Activities Report for an Inside Sales RepUser-added image
6 réponses
  1. Denise Carter
    28 nov. 2016, 23:55

    HI Avin,

    That doesn’t change anything.

    Best regards,

    Denise

Rédiger une réponse...
0/9000