how to report on salesforce activities

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

How do I create a report for activities 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 find activity history in Salesforce report?

Select the Show: Completed Activities option in the middle filter dropdown. This will limit the report to activities that have already taken place. Select Summary format. This way you will get a count of the rcords automatically.

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 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.

Can you report on Salesforce tasks?

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.

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 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...

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 monitor Salesforce?

17 Free Ways to Monitor Your Salesforce OrgApplication Logging Framework. ... Tooling API. ... REST API – Limits. ... Setup Audit Trail. ... Health Check. ... Salesforce Optimizer. ... System Overview. ... Apex Exception Emails.More items...•

How do I run an audit trail in Salesforce?

0:002:24Salesforce View Setup Audit Trail - How to See the ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo i'm going to search for view setup audit trail. And under security you'll see a link for viewMoreSo i'm going to search for view setup audit trail. And under security you'll see a link for view setup audit trail click on that to bring up the audit trail for your organization.