To do this in Salesforce, we can create a report on Lead Status field. Open the Reports tab, and click New Report. Select the Leads object, leave the second option as Leads, then click Continue. Edit the report filters to show All Leads, and change the date filter to All Time in order to populate the report.
How do I create activity reports in Salesforce?
In addition, you can use filters to limit the range of data used in the report. Log in to your Salesforce account, and click the "Reports" tab. Click the "New Report" button and then the "+" next to the "Activities" folder. Click the type of activity report that you want to run, and then click "Create."
How do I assign open and closed activities from the lead?
All open and closed Activities from the Lead are attached to the Account, Contact, and Opportunity. You can assign the owner of the records, and schedule a follow-up Task. When you assign a new owner, open Tasks assigned to the User converting the Lead will be reassigned to the new owner. Tasks assigned to other Users will not be reassigned.
Why are my related activities not showing up in the lead conversion?
The reason this occurs, is since when the Lead conversion is done, the related activities have to have the values in the "Name" and "Related To" values set to the Contact (Name) and Opportunity (if an Opportunity is created on Lead convert) as part of the lead conversion process (Related To).
How do I report on activities from campaign members?
Since the act of adding Activities to Contacts or Leads does not directly link them with the source Campaign, it is not possible to report on Activities from Campaign Members. To request this functionality for a future release, see Associate a Task with Lead and a Campaign on the IdeaExchange.
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 lead status report in Salesforce?
To do this in Salesforce, we can create a report on Lead Status field. Steps: Open the Reports tab, and click New Report. Select the Leads object, leave the second option as Leads, then click Continue.
How do you develop an activity report?
For writing activity reports:Create the title page outlining the name of the activity, the title of the project, date and location of the activity and the name of the implementation and supporting agency. ... Give an overview of the project and how is the activity related to project's objectives.More items...
How do I Create an activity dashboard in Salesforce?
Build a DashboardClick the Dashboards tab on the navigation bar.Click New Dashboard.Name the dashboard Key Sales Activity Dashboard and save in a folder that your sales users have access to.Click Create.Click + Component.Select the Key Activities Report you created previously.More items...
How do you write a report to show leads trailhead?
Go to the Reports tab and click on New Report . Select the 'Accounts' report type and click Create. In the filters pane, click Add and select Field Filter. Choose a field from the first drop-down list.
What is lead status in Salesforce?
A Salesforce lead status is a default field in Salesforce and one of the most important fields to have set up, working, and being used in a consistent way across your revenue organization. Default Salesforce lead status options: Open.
What is activity report in Salesforce?
Activity reports are useful for gathering information about open activities, completed activities, multi-person events, or pending approval requests for which you're a delegated approver. Standard activity reports allow you to select the date range and status of the activities you want included.
How do you write a daily activity report?
Basic Daily Activity Reports should include the officers time on/off site, shift change information (if applicable), a record of all activity throughout the shift including routine patrols, and any unusual activity. These are items that must be in every daily activity report. Even if they're not required by the client.
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...
How do I track user activity in Salesforce?
In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.
What is an activity dashboard?
When you share your Google Doc with others, you may want to keep track of who's seen it. The Activity dashboard can show you who has viewed your document, when they viewed it, and more. Watch the video below to learn more about viewing activity in Google Docs.
How do I create a dashboard and report in Salesforce?
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.