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Report on Meetings with Customers
Create a custom report that shows which customers sales reps are spending their time with.
Required Editions
| Available in Lightning Experience and Salesforce Classic |
| Available in: All Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete reports: | Create and Customize Reports and Report Builder |
- From Setup, enter Report Types in the Quick Find box, then select Report Types.
- If the Custom Report Type welcome page opens, click Continue.
- For Primary Object, select Users. Fill in the other required fields.
- Click Next.
- Click the box under the primary object.
- Select Activity Relationships.
- Click Save.
- To define the fields for the report, click Edit Layout.
- To the layout, add several Activity Relationships fields if they aren’t already added: Date, Subject, Name, Related To. For each field, select the Checked by Default option.
- Double-click the label for the Name field and change the label to Contact. Change the Related To field to Opportunity.
- Click Save.
- Create a report based on the report type that you created.
- Group the rows by Full Name using Group Rows in Lightning Experience or by selecting Summary Format in Salesforce Classic.
- Save and run the report.
Shared activities must be enabled for custom reports based on activity relationships to include event organizers along with invitees and to include events to which no one has been invited.
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