Reporting on the Activity Type field
|Knowledge Article Number||000004232|
When creating a Custom Report Type (CRT) using activities you will lose the ability to report on activity type. This is because the internal representation is not like our normal picklists, and so it’s difficult to expose.
The workaround in this situation is to create a workflow which will copy the values for the activity type field into a new custom field on Activities which is reportable. Another option is to use APEX code in order to copy the value into a new Activity field.
You can use this same solution on Event Type. The actions are explained in detail below
First you will add a field to the Activity object
To create a new workflow rule:
Setup | Create|Workflows & Approvals |Workflow Rules |New Rule
Select Object = Task |Next
Rule name = Activity Type
Field = Type
Operator = not equal
Value leave blank
Click Save & Next
Click Add Workflow Action
Select New field update
Name = Activity Type
In the Field to Update drop down box select Activity Type
Under the new section that appears called “ Specify New Field Value”
Select "Use a formula to set the new value"
This will populate activity types from the time you activate the workflow rule but not past activity types. If you want to populate past activity types the past activities will need to be edited.
Once you create the field you can put it on the Custom Report Type.