How to Create User Call Activity Report in Salesforce

In this Salesforce tutorial, we are going to learn about creating a report on User Call Activity 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, login to your Salesforce developer account and follow the below steps.

1. Navigate to the Sales Application page and click on the Reports tab.

Create a User Call Activity report in Salesforce

2. In the Reports window, click on the New Report button.

Salesforce Lightning Create a user Call Activity Report

3. In this step, select the report Category as Activities and Report type as Tasks and Events then click on the button Start Report.

Create a Report on User Call Activity in Salesforce

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.
Salesforce Create a Report on User Call Activity in Lightning

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.

Salesforce Lightning Create a Report on User Call Activity

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.

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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.

Create a Custom Report on Call Activity of user in Salesforce

8. In the report table click on the Date dropdown and select Group Date by -> Calendar week.

Salesforce Lightning Create a Custom Report on User Call Activity

9. For a better visual representation of Call records add a chart to this report and to do that click on the chart button.

Salesforce Lightning Create User Call activity report

10. Click on the Save and Run button to save this report.

Create a User Call Activity report in Salesforce Lightning

11. In this window, enter the required details to save this report.

  • In the Report name field enter the relevant label to 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.
User Call Activity report in Salesforce

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.

Salesforce Lightning Report on User Call Activity

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.

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1. On the Home page of Salesforce Classic click on the Reports tab.

Create a Report on User Call Activity in Salesforce Classic

2. In the Reports and Dashboards window, click on the New Report button.

Salesforce Classic Create a Report on user call activity

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.

Salesforce Classic Create a Report on User Call Activity

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.
Salesforce Classic User Call Activity Report

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.

Salesforce Classic Report on User Call Activity

6. In the same way add another filter Account/Company and select the operator as not equal to then click on the OK button.

Salesforce Classic create user call Activity report

7. To add a group row to this report click on the Tabular dropdown and select the Summary format.

Change table format to create a User activity report

8. Drag the columns Assigned and Date from the left sidebar to the grouping rows drop area on the report table.

Create a custom Report on User Call Activities in Salesforce

7. Click on the dropdown of the Date group row and select Group Dates by -> Calendar week.

Salesforce Classic Create a Report on user call activities

8. Click on the Save button.

Salesforce Create a Report on User Call Activity in Classic

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 fields click on the button Save and Run Report.
Create a custom Report on User Call Activities in Salesforce Classic

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.

User Call Activity report in Salesforce Classic

Now we have successfully created the User Call Activity report in Salesforce Classic with the help of the steps above.

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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.

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