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

Kate McKeever

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!

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    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
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  • 0

    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
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