Hi all,
Have rolled out 7.2.1 and am enjoying the improvements to the reporting module so far, I was wondering if anyone has attempted an Activity Report for all users of the CRM, what I want to be able to do is to see all emails/tasks/calls in a period based.
So far when attempting to do this I have tried the following:
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A report based on the User with related emails, calls, tasks. This report looks the most promising however I cannot get emails archived with the outlook plugin to show (not sure if I need to use a different module?).
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An individual report for each activity type sorted or filtered by Assigned User - this is less ideal as a number of reports need to be run but at the same time it may give the most complete data - again I cannot see how to report on History/Archived emails.
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I am going to have a bit of a play around with attempting to report any activity related to a specific Account/Lead/Contact but I think the first two options are more likely to give good results.
If anyone has any suggestions that would be great, I can upload images if you would like to see my exact configurations.
Thanks,
Sam.
P.S. Love the ability to set variable conditions, it has made the reports module so usable.