my requirement is to create following reports:
- All leads with related activities (appointments, tasks, emails, phone calls)
- All opportunities with related activities (appointments, tasks, emails, phone calls)
=> preferably using one report, but i realize that the different data sources have another structure, so multiple reports could be an alternative
I have found standard data sources which show for example all activities with predecessor opportunity.
I have not found such a data source for activities resulting out of leads.
However, these reports have the activities as anchor, so only those which are resulting out of an opportunity will be shown.
I need the lead or opportunity to be the anchor.
Is there a way to report on the document flow?
I see no link between data sources 'All Activities' and 'Lead' or 'Opportunity Header' for example...
Thank you for your input.