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Activity Reporting

Can I create a single report with all activities (appointments, phone calls, tasks and emails) including visits?

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2 Answers

  • Mar 03 at 11:03 AM

    Hello Larry,

    Visit is a different Object, so although you can have one single Report showing Activities - Appointments, Phone calls, emails and Tasks, to include Visits in this report, you might have to create a Joined data source as a first step between Visit and Activity Datasource and then create a Report out of this joined DS. See if that works.

    BR

    Ankur

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  • Apr 11 at 02:14 PM

    Thank you Ankur. I have attempted this with no success yet. It makes sense that this should work so I will keep trying.

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