In Salesforce Lightning, navigate to Sales (or another app of your choosing), then Reports > New Report. Choose Report Type > Tasks and Events > Continue. Give your report a name at the top-left of the screen. Click on Fields at the far left to expand the Field list. Drag and drop the fields you want in the report.
Full Answer
How do I create a new report in Salesforce Lightning?
Note: If you have access to both the Lightning report builder and the Classic report builder, you will see an option to create a new report either way. Choose a report type, then click Continue. Note: The report type you choose will determine which objects and records are returned and the fields available to use in your report.
Can I build custom report types based on lightning usage metrics?
The good news is that you can build Custom Report Types and Reports based on the Lightning Usage Metrics for your org to answer all of these questions and more! You can build your own Custom Report Types based on objects specific to Lightning Usage Metrics.
What is lightning experience in Salesforce?
The Lightning Experience is a complete overhaul of the user interface within Salesforce and it starts with cleaner esthetics. Let’s be honest, it’s just human nature to prefer prettier things and with this, the better something looks and feels, the more likely a person will be willing to use it.
How do I create a lightning exit by page report?
Build a new report with this Report Type: Users can create a New Report and search for Lightning Exit By Page Metrics. In this new report, they can group by Profile, Page Name, and Metrics Date to create a chart that will display which pages have the highest Exit Rates, and which Users are switching from those pages most often.
How do I create a custom report in Salesforce lightning?
From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...
How do I create an activity report in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
How do I create a report on activity?
Click on the Reports tab.Click on the New Report button.Click on the Activities folder.Click on Tasks and Events.Click the Create or Continue button on the far right. From here you can change the many features in the Report including the displayed fields or the filters.
How do I create a report template in Salesforce?
Create a service report template.From Setup, enter Service Report in the Quick Find box, then click Service Report Templates under Field Service.Click New, or click Edit next to a report template you'd like to adjust. ... If you're creating a template, select an existing template as its base and give it a name.More items...
WHAT IS A activity report?
What is an Activity Report? Depending on the organizational context, an activity report can go by a number of names: work log, progress report, project update, or status report. Taken as a whole, activity reports are a form of workplace communication that describes, in clear and concise terms, a project's progress.
How do I track activity in Salesforce?
0:014:08Salesforce Lightning: 101.7 New Activity Tracking Example - YouTubeYouTubeStart of suggested clipEnd of suggested clipNot a problem so what I'm going to do is to hold down alt touch tab that brings me to this nextMoreNot a problem so what I'm going to do is to hold down alt touch tab that brings me to this next screen.
Can you report on activities in Salesforce?
The standard activity reports list your tasks and appointments for a selected date range or events with all invitees. You can also create custom reports for activities by clicking the Reports tab, New Report, and choosing Activities as the type of data on which to report.
How do you write a monthly activity report?
How to Write a Monthly ReportWrite "Monthly Report" and Name of the Project. ... Describe the Working Hours of Project Members. ... Set out Hours Spent. ... Outline Applicable Updates on the Project. ... Discuss any Management Issues. ... Outline Main Events of the Project. ... Add the Project Deadline. ... Repeat for Each Project.More items...
What are custom report types?
What are Custom Report Types? Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.
What is the difference between standard and custom report types?
A Standard Report Type will show all the Opportunities the Running User can see, and that meet the criteria. A Custom Report Type will only show Opportunities owned by a User with the same Role as or a Role below them in the Hierarchy.
How do you create dashboards and reports in Salesforce lightning?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
Objective
This is a brief guide to creating a basic report for 8x8 user call activity in Salesforce, from data stored by the 8x8 Work and Contact Center for Salesforce integrations.
Procedure
These instructions will show you how to create a report in Salesforce Lightning that will both separate user Task activity into individual assigned user sections, and provide a sum total of each user’s call times for the day.
What is Lightning Usage App?
The Lightning Usage App is an efficient way for #AwesomeAdmins like you to track the adoption and usage of Lightning Experience in your org, so you can monitor progress and make informed decisions. Having tools like this at your fingertips will allow you to lead the way in your company through championing productivity, and continuing to deliver the innovation packed into Lightning Experience.
Can you build custom reports in Lightning?
You can build your own Custom Report Types based on objects specific to Lightning Usage Metrics. You can also use these new Report Types to build custom Lightning Usage reports, charts, and dashboards. The following objects can now be used to build Custom Report Types: LightningToggleMetrics – Represents Users who switched between Lightning ...
