In this Salesforce tutorial, we are going to learn how to create a user call activity report in Salesforce. We will understand the uses of this report and also discuss the method of creating this report in Salesforce Lightning and Salesforce Classic edition.
While working as a System administrator for an organization that uses Salesforce as its Primary CRM tool, I was assigned the task of creating a User Call Activities report so that the organization can track the record of users’ call activities.
In that situation, I created this custom report with the help of applying some filters and also adding some additional filters to get the records of user call activities.
User Call Activity Report in Salesforce
In Salesforce, the User Call Activity Report is created with the data of Activities and specifically Tasks and Events. This report gives the track of all call activities performed by the users in the organization.
Specifically, this report involves activities related to phone calls. In Salesforce, users can log information about phone calls they make or receive, including details such as the date, time, duration, and associated contacts or leads.
In the below example, I will explain the method of creating a User Call Activity report with the help of a couple of examples in Salesforce Lightning and Classic respectively.
Create a User Call Activity Report in Salesforce Lightning
To create a User Call Activity Report in Salesforce Lightning, log in to your Salesforce developer account and follow the steps below.
1. Navigate to the Sales Application page and click on the Reports tab.
2. In the Reports window, click on the New Report button.
3. In this step, select the report Category as Activities and Report type as Tasks and Events, then click on the button Start Report.
4. In this Step, we will apply filters to this report to generate records of user call activity. Click on the Filters tab and apply the following filters.
- In the Show Me field, select the option All Activities and click on the Done button.
- In the Date field, select the range for the records to display in the report.
- There will be two Show fields, select Completed Activities in the first one and select Tasks option in the second Show field.
5. To add a new filter, click on the Add filter search bar and search then select Contact. In the Contact filter set Operator as ‘not equal to’, and click Apply.
6. In the same way add another filter, click on the Add filter search bar and search then select Company/Account. In the Company/Account filter set Operator as ‘not equal to’, and click Apply.
7. After applying the above filters, click on the Outline tab and add the columns Assigned and Date as Group rows.
You can drag these columns to the group rows section or search and then select them from the Group row search bar.
8. In the report table, click on the Date dropdown and select Group Date by -> Calendar week.
9. For a better visual representation of Call records add a chart to this report and to do that click on the chart button.
10. Click on the Save and Run button to save this report.
11. In this window, enter the required details to save this report.
- In the Report name field, enter the relevant label for the report. For example, I have entered the report name as User Calls Report.
- As we click on the Report Unique name field, it will be auto-generated according to the entered report name.
- In the Folder label, click on the button Select Folder and select the folder to save this report. In this example, I have selected the Public Reports folder to make this report accessible to all users.
- Click on the Save button.
As we click on the Save button the report will be saved in the folder that you have selected above and it will run in another window, where we can view all the records related to the report.
In this way, we have successfully created a User Call Activity report in Salesforce Lightning with the help of the above steps.
Create a User Call Activity Report in Salesforce Classic
To create a User Call Activity Report in Salesforce Classic, login to your Salesforce account then switch to the classic version and follow the below steps.
1. On the Home page of Salesforce Classic, click on the Reports tab.
2. In the Reports and Dashboards window, click on the New Report button.
3. In this step, select the report type for the User call activity report and for that select the Tasks and Events folder then click on the Create button.
4. To generate records in the report table, go to the Filters section and apply the following filters.
- There are three Show fields in the filters, select All Activities in the first show field, Completed Activities in the second, and Tasks in the third show field option.
- In the Range field, select the range for the records to display in the report. In this example, I have selected the Range as All Time.
5. Click on the Add filter button, and in the new filter select the field as Contact and operator as not equal to, then click on the OK button.
6. In the same way add another filter Account/Company and select the operator as not equal to then click on the OK button.
7. To add a group row to this report, click on the Tabular dropdown and select the Summary format.
8. Drag the columns Assigned and Date from the left sidebar to the grouping rows drop area on the report table.
7. Click on the dropdown of the Date group row and select Group Dates by -> Calendar week.
8. Click on the Save button.
8. In this step, enter the required details to Save the report.
- Enter the name of the report in the Report Name field. For example, I have entered the report name as User Calls Activities.
- After this click on the Report Unique name field, then it will be auto-filled according to the entered report name.
- In the Folder label, click on the button Select Folder and select the folder to save this report. In this example, I have selected the Unfiled Public Reports folder to make this report accessible to all users.
- After entering the above field,s click on the button Save and Run Report.
The report will be saved in the folder that we have selected, and the report will run in the next window, where we can view all records of the report.
Now we have successfully created the User Call Activity report in Salesforce Classic with the help of the steps above.
Conclusion
In this Salesforce tutorial, we have learned about creating a User Call Activity report in Salesforce. We have discussed the method of creating a User Call Activity report in Salesforce Lightning and Salesforce Classic editions respectively.
Along with this we also discussed the use of creating a User Call Activity report in Salesforce.
You may like to read:
- How To Group Report By Dates in Salesforce
- Last 12 Months and Last Quarter Filter in Salesforce Report
- Contains Filter in Salesforce Report
- Create a Salesforce Report Using Cross Filter
- How to Apply Filter in Salesforce Report
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
