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Topics#Reports & DashboardsQuestion de Tom Screech
Tom Screech (Pathfinder Homes) a posé une question dans #Reports & Dashboards
8 mai 2018, 14:55

Adding extra fields to a user report

I am trying to create a user report, which shows details about our users engagement with salesforce. I can add when they last logged in, and their login history, however i would also like to show fields such as the amount of opportunities they've added in a certain time period, or activities that they have completed. 

 

Is this possible?
5 réponses
  1. Nick Sauer (Varian, A Siemens Healthineers Company)
    8 mai 2018, 15:16
    You should also check the Salesforce Labs package for adoption to see if that gets you where you want to go:  https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000004gHhLEAU

     

    I should add that if you're just trying to join minimal related objects, this is easy enough with custom report types, such as User w/ Opportunity or User w/ Activity.  You could also try joining reports to see counts in one place, though this can get cumbersome and has limitations.  I'd recommend focusing on the actionable metrics you want, and creating specific reports for those.
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