Count records based on Activity Type in a Salesforce Report

Step 1: Create a Report

• Log in to your Salesforce account
• Click the App Launcher in the top-left corner of the screen, search for Reports, and select the Reports option

• Under the Reports tab, click the New Report button to start creating a Report

• Under All Categories, search for the Tasks and Events Standard Report Type
• Select Task and Events and click Start Report to create the Report

Step 2: Configure Reports Filters and create a Row-Level Formula

• Click on the Filters tab in the left pane to set the Filters to display all completed Tasks and Events
• Adjust the filters based on the reporting requirements. Add additional filters or custom filter logic as needed
• For example, if counts are required only for the current year or quarter instead of all historical records, the appropriate date filters can be configured

• From the Outline tab , create a Row-Level Formula by clicking on the drop-down arrow next to the Columns section and selecting the Add Row-Level Formula option

• Provide a suitable name to the Row-Level Formula along with the other information as:

 IF(EVENT_SUBTYPE = "Event", "Meeting", TASK_SUBTYPE)

• Finally, click on the Apply button to save the Row-Level Formula

Step 3: Configure Report Groupings, Columns, and summary settings

• Now, under the Outline tab, next to the Filters tab, add Row and Column groupings as well as the Columns to be displayed in the Report
• Under the Group Rows section, search and add the Assigned field
• Under the Group Columns section, search and add the Task Summary Row-Level Formula field that we created above
• Under the Columns section, add the fields required in the Report. In this use case, Subject, Priority, Date, and Status are selected 
• Keep all bottom toggles enabled to display Record Count, Grand Total, and Stacked Summaries.
• Disable Detail Rows since the Report is intended to show counts only. Enable it if detailed records are required

Step 4. Save, Run and review the Report output

• Click the Save & Run button to save and run the Report 

• Enter a Report Name, select a folder using the Select Folder button, and then click Save

•  The output of the Report will look like below

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Written By: Ajaypreet Singh Saini | Forum Ambassador

Ajaypreet Singh Saini is working as a Salesforce Implementation Consultant at Grantbook. Ajaypreet has more than 3 years of Salesforce experience working across multiple clouds. Ajaypreet is very active in the Answers community and has been a Salesforce Forum Ambassador since September 2021.

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