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Activity Reporting

former_member604431
Participant
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Can I create a single report with all activities (appointments, phone calls, tasks and emails) including visits?

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Answers (2)

Answers (2)

former_member604431
Participant
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Thank you Ankur. I have attempted this with no success yet. It makes sense that this should work so I will keep trying.

ankurgodre
Active Contributor
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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