• BobForce
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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?  

 

 

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?