Their goals are to schedule 4-5 meetings per day. On Monday they review their upcoming week. The manager would like users who do not meet that average (20 per week) to even show their plan on the report. This is a standard activity report summarized by user at the moment with a few modifications.
Is a filter like this possible?
3 respostas
Hi Matthew,
The answer to your question is no. See this (https://success.salesforce.com/ideaView?id=087300000006n5o) idea. The closest you can get is creating summary formula to count the tasks for each user. That would make it easier to look at for the manager, but everyone would still be included.
The other option is to create some code that counts the number of tasks related to the object you're looking at, then populates that number into a field on the object that you could filter your report on.
I hope that helps!
