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Activities logged report by user (Cross Tab)
This report shows the number and types of communications logged by specified users. The search criteria includes the Date/Time field from the communication, so that you can review, for example, all communications logged for your team over the last month.
To run the report:
- Click Reports.
- Click the report category Activity Reports.
- Click Activities Logged Report by User, or click Run next to the report. The search criteria are combined with logical "AND"s operators.This means, only activities which meet both the Date/Time and User criteria are returned.
- Select search criteria. For Date/Time, you can choose several date range criteria. For example:
- An exact date combined with an operator. For example, =, <>, or =>.
- A specific date range (Between).
- A relative date, for example, Current Quarter, Next Month, Previous Week.These are all relative to today’s date.
- A given date, for example, any Monday between the 1st of November and the 30th of November.
- Select the users whose activities you want to report on.
- Click Go. The report output is displayed in a new window. This report includes a chart graphic.
See Also:
Company list by segment (List)
Opportunity closing history (Historical)
Person summary report
Exporting a Company list from a search list
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