Create a report showing each user and how many calls, emails, notes, opportunities, meetings, were created in the past week.

Hello! I'm trying to create one report that is broken out by user that will show the count of how many of each below were created in the past 7 days. I have only been able to figure out how to create this with a separate report for each item listed below and I need it all in one report.

  • Calls
  • Emails
  • Notes
  • Meetings
  • Tasks
  • Opportunities

The report would look like the table below and only pull in the count for what was created in the past 7 days.

Emails Calls Notes Meetings Tasks Opportunities
Joe 5 17 43 3 21 7
Lisa 15 8 28 6 14 3
Sam 34 12 65 4 5 9

Thanks!

  • A report like that can only be accomplished through Report Maker (aqa Advanced Report).

    The regular Reports module requires a base module from which directly or indirectly related modules can be joined in order to fetch complex data set.

    In your scenario there is not a known base module, unless you want to see activities created by users under a specific module (Account, Contact, Opportunity etc).

    That said, you need to write down a sql query having subqueries which fetch those data accordingly.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Hi  ,

    Our Upsert User Adoption plugin makes reporting on this simple with Sugar's standard reporting module. With the plugin installed, you can report on our User Adoption Action Counts module to generate reports on records created, read, deleted, or updated by each user. Using a matrix report, the report filters isolate the modules you wish to capture in the report and the timeframe:

    Then, you configure the display summaries to total up the action(s) you wish to report on:

    Once that is all set up, you have a report output that meets your exact needs!

    I do not recommend using Sugar's Tracker reports for your need as the tracker actions do not distinguish between a record creation and record save, and reporting on that data can also cause performance issues if you have a lot of user activity in your Sugar instance.

      's suggestion to use Advanced Reports is viable, but if you are not familiar with writing SQL, it will be difficult to get your desired output.

    If you'd like a more in-depth demo of the plugin, please contact us via our website. There are a lot of other great features of the plugin to assess how your users engage with Sugar!

    Chris