Discussion:
CRM Reports
(too old to reply)
Tango
2010-06-10 11:46:44 UTC
Permalink
Hi,

Is there a report that I can run on users that shows all of their activites
for a period.

ie number of calls, appointments, tasks, number of leads, number of
opportunties etc

As a staff members manager this will be very helpful

Thanks
Peter Brenner
2010-06-10 15:22:31 UTC
Permalink
Post by Tango
Hi,
Is there a report that I can run on users that shows all of their activites
for a period.
ie number of calls, appointments, tasks, number of leads, number of
opportunties etc
As a staff members manager this will be very helpful
Thanks
Just an idea: the advanced search could help. Filter like:
CRM-User...Activities...Date...
--
.______ __
| __ \.-----.| |_.-----.----.
| __/| -__|| _| -__| _|
|___| |_____||____|_____|__|
LeonTribe
2010-06-11 13:39:18 UTC
Permalink
Post by Tango
Hi,
Is there a report that I can run on users that shows all of their activites
for a period.
ie number of calls, appointments, tasks, number of leads, number of
opportunties etc
As a staff members manager this will be very helpful
Thanks
You should be able to construct this with Advanced Find and an Excel
export without too much problem.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
Tango
2010-06-12 10:21:38 UTC
Permalink
Thanks Guys
Post by LeonTribe
Post by Tango
Hi,
Is there a report that I can run on users that shows all of their activites
for a period.
ie number of calls, appointments, tasks, number of leads, number of
opportunties etc
As a staff members manager this will be very helpful
Thanks
You should be able to construct this with Advanced Find and an Excel
export without too much problem.
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
.
Loading...