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SherriA Activities report with Account and Opportunity fields?
I need to create a report that shows activities (events and tasks, open and completed) as well as some information from the opportunity and the related account (if the activity is associated with an opportunity). I also need the report to show activities that are NOT associated with an opportunity (ones that are associated with an account, lead, contact or "personal" activities that aren't associated with any other record). Is there any way to do this?
A report from Activities with Opportunities has all the fields I need, but it only includes activities that are associated with opportunities (obviously), so I only get a subset of the data I need. A simple activity report doesn't include the additional fields I need to report on (opportunity amount, opportunity owner, account owner, etc).
Any ideas? Or is it just not possible to add the additional fields if I want to show all activities?
Create a custom report by starting with Create | Report Types. Select the primary object as Activities. After the report type is saved, update the custom report by clicking on the Edit Layout in “Fields available for reports”. Now in the Field layout editor, you can go to “Add fields related via Lookup” to add fields from related Account.
That gets me the Account fields (thanks!), but Opportunity fields aren't available that way. I don't really understand why, since it there is a lookup from the Activity record to the Opportunity record, but the only options for fields related via lookup are Accounts, Assigned To, Created by, and Last Modified By. The Opportunity fields are the really important ones for what I'm trying to do.
Any other suggestions?
It gets Activities (Tasks and Events) from Opportunity and Account records.
1. Access your online business platform or CRM system.
2. Navigate to the "Accounts" section or tab.
3. Select the specific account you want to report on.
4. Review the account's activity and interactions. This may include customer purchases, inquiries, support tickets, or any other relevant engagements.
5. Compile the necessary data and metrics associated with the account's performance. This can include revenue generated, customer satisfaction ratings, conversion rates, or any other key performance indicators (KPIs) that align with your business goals.
6. Prepare a report template or format that suits your reporting needs. This can be a spreadsheet, slide presentation, or any other document format that allows you to present the data effectively.
7. Include relevant account information, such as the account name, contact details, and any pertinent background information that provides context to the report.
8. Analyze the data and metrics to identify trends, patterns, or areas of improvement. This can involve comparing current performance with previous periods, benchmarking against industry standards, or setting targets for future growth.
9. Create visual representations of the data using charts, graphs, or infographics to enhance the clarity and impact of your report.
10. Summarize your findings and provide actionable insights or recommendations based on the analysis. Highlight achievements, areas of success, and potential areas for optimization or expansion.
11. If desired, repeat the process for other accounts or opportunities within your online business.
12. Share the report with relevant stakeholders, such as team members, managers, or clients, depending on your reporting objectives. Ensure that the report is presented clearly and includes an executive summary or key takeaways for easy comprehension.
13. Encourage discussions and feedback based on the report to foster collaboration and continuous improvement within your online business.
Remember to tailor your reporting approach and content to align with the specific goals and requirements of your online business. Regularly reviewing and reporting on account activities and opportunities can provide valuable insights and contribute to informed decision-making for business growth. Get more info at best illinois llc services (https://llcwork.com/best-llc-services/illinois/) for best ideals.