How Do I Create An Activity Report In Salesforce?

How do you write an activity report?

How to Write an Activity ReportCarefully plan the report.

Identify the purpose of writing the report.

Take your time in writing the report.

Prepare your report a few days before the deadline.

Give your report a structure.

Be honest.

Write simply.

Keep a backup copy of your report.


How do I create a call report in Salesforce?

How to Create a Salesforce Priority Call Report With Tout DataSTEP 1: Go to SFDC Report Tab.STEP 2: Create a Report with ‘Tasks and Events’STEP 3: Set your filters and choose a date range.STEP 4: Drag ToutApp data into your columns by typing Tout into the field search. … STEP 5: Run the report and sort by Tout Events Tracked.

How do I create a user 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 report an activity in Salesforce?

Report on the Primary Contacts for ActivitiesClick the Reports tab.Click New Report….Click New Custom Report Type.Expand the Activities folder.Click Tasks and Events.Click Create.Drag and drop the Contact field onto the report.Drag and drop other fields that you want to include in the report.More items…