how to create activity reports in salesforce

1. Log in to your Salesforce account, and click the "Reports" tab.
2. Click the "New Report" button and then the "+" next to the "Activities" folder.
3. Click the type of activity report that you want to run, and then click "Create." You're taken to the report building screen, which is split into three sections: ...
4. Scroll through the Fields section to find any additional fields that you want to add to the activity report.
5. Select any of the options in the Filters section to narrow the range of information to appear in the report.
6. Click "Run Report" to create the report based on your Salesforce data. If you're not ready to run the report, click the "Save" button to save your changes.

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.

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.

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 I 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 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.

How do I see users activity in Salesforce?

Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.

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.

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.

How do I add a report to a dashboard in Salesforce?

From either the Reports tab or while reading a report, click. ... Choose whether you want to add the report to an existing dashboard (Add to existing dashboard), or create a dashboard from the report (Add to new dashboard). ... Click Add.Customize the dashboard component.Click Add.More items...

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: