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

Hi Kate McKeever ,

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.

 André Lopes '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

Hi Kate McKeever ,

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.

 André Lopes '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