how to create activity report in salesforce

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How to create an activity report in Salesforce?

Log a Call, New Task & New Event – Salesforce Activities Explained… At last!

• A Comprehensive Guide to Salesforce Activities. Activity Management in Salesforce Lightning is, in all honesty, surprisingly simple – once you know which activities are included, and how each of them ...
• Salesforce Tasks. A New Task is really a “To Do”. ...
• New Events in Salesforce. ...
• Log a Call. ...
• Emails in Salesforce. ...

How to create a report in Salesforce?

How to Create a Salesforce Report Tabular Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”. Select the objects/s you wish to report on. You can use the search bar to quickly search for a report type. I’m going to create an Accounts report.

What are standard reports in Salesforce?

The different types of reports in Salesforce are:

• Tabular report that displays the grand total in table form
• Matrix report where grouping is based upon both rows and columns
• Summary reports that are detailed reports in which the grouping is based on columns.
• Joined report which allows two or more reports to be joined in a single report

How do I create a custom report in Salesforce?

Step 1: Defining the Custom Report

1. Select the primary object, in this case, “ Accounts ”. Fill all the necessary information, as we did in Example 1. ...
2. Report Records Set Now define object relationship for this custom report type. ...
3. Report Layout

What is an 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 I make an activity report?

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 for an active user in Salesforce?

0:083:12How to Create a Report to Find Active Users in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on new report select the report type since we're going to work on users let me type usersMoreClick on new report select the report type since we're going to work on users let me type users select user click on continue you'll get the preview. Here add the filter.

Is there a user activity report in Salesforce?

User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI.

What is daily activity report?

An automated daily activity report is generated by an automated time tracking software that tracks all your time like work time, productive time, unproductive time, idle time, shift time, etc. After capturing all the data makes an automated report for employees.

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.

How do I find activity reports 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 list all active users in Salesforce?

In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal.

What is Salesforce activity?

Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.

How do I create an email activity report in Salesforce?

Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. ... Optionally, select a secondary object from among these options and save the report.More items...

How do I run an audit trail in Salesforce?

To view the audit history, from Setup, in the Quick Find box, enter View Setup Audit Trail , then select View Setup Audit Trail. To download your org's complete setup history for the past 180 days, click Download. After 180 days, setup entity records are deleted.

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.

Types of Salesforce Reports

There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.

How to Create a Salesforce Report

To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.

Report Charts

While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.

Salesforce Report Features

While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:

Scheduling a Salesforce Report

In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.

Salesforce Custom Report Types

In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.

Create Your First Report!

Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:

Tasks and events in Salesforce

Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.

How to create new tasks and events in Salesforce?

Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.