I'm looking to create a report that list all activities & type of activity per each opportunity stage.
E.g. stage 1: 4 activities, stage 2: 8, stage 3: 4 ....
So far I've only stumpled upon this solution:
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Hi,
I got the solutions. I need to create a custom field Opportunity stage on event and then update this field through trigger on event when opportunity stage change it will replace with current opportunity stage. so events happend in privious stage will lock and you can get into report.
Go to report and choose report type "Activity with Opportunity" and drag Custome field Opportunity stage from activity custome info and other fields as per your requirment."
Is there still no other way than creating custom fields and apex trigger? Isn't there a simpler way using only report builder? Or do you might know a good app?
Thanks for your quick help.
Greetings,
Philipp
2 réponses
Hi Philip,
There is no other way other than creating a custom field on Activity object if you want to use salesforce reports.
If you want to do your reporting outside of salesforce (say excel), you could export the activities related to Opportunity and also opportunity History tables and do some data manipulation to get the Opportunity stage based on the Activity Date.
