To anyone that can help,
Is there a way in SuiteCRM to create reports based off the number of calls or activities my team has done over a set period of time?
Real Example: I want to create report to see how many cold calls my team is making over a day or week. I then want to create a second report to show me how many of those calls they contacted (or talked to someone) over a day or week.
Is there a way to do this? I have spent a lot of time trying to figure it out and can not figure it out.
Thank you for any and all help you can give me.
Are you using the SuiteCRM reporting tool? You can run a report on the Calls module, and select conditions/show fields that you require.
Thanks for the reply. I don’t think I am using the SuiteCRM reporting tool. I have a Reports tab in my account I can access but it seems to be pretty limited in what I can do with it (example: I can’t find any way to do a filter with a date frame). How do I get the SuiteCRM reporting tool?
Here are the settings for a similar report. Use the Add Field and Add condition buttons to select what you are looking to report on.