Wednesday, March 13, 2019

Saved Search for Count of Activities and Messages for the Last Numberof Days

Here are the steps in creating a Customer Saved Search showing the total number of Activities (Phone Calls, Tasks, and Events) and Messages in a time frame in days.

1.    Navigate to Lists > Search > Saved Searches > New.

2.    Click Customer.

3.    Enter a Search Title.

4.    In the Criteria tab, tick the Use Expressions checkbox.

5.    Criteria tab > Standard subtab > use the following settings below: (Some columns that don't need to have any value are omitted from the table below).

Parens

Filter

Description

Parens

And/Or

((

Activity: Activity Type

Is any of Event Task, Phone Call

)

Or

(

Messages: Type

Is Email

 

And

 

Messages: Is incoming

Is false

))

And


 

6.    In the Results tab > Sort By field, select Name from the dropdown list.

7.    Use the following settings below: (Some columns that don't need to have any value are omitted from the table below). Please note that for the other default Standard Fields you may use Maximum as the Summary Type.

Field

Summary Type

Formula

Custom Label

Name

Group

 

 

Formula (Numeric)

Maximum

COUNT( distinct CASE WHEN {activity.date} >= {today}-30 THEN {activity.internalid} END) + COUNT( distinct CASE WHEN TRUNC({today}) - {messages.messagedate} <= ## AND {messages.author} = {salesrep} THEN {messages.internalid} END)

Count of Activities (Activities + Messages) for the last ## days

Activity : Type

 

 

 

Activity : Internal ID

 

 

 

 8.    Click Save & Run.

Note: From the Formula field above, replace ## with the number of days users want to define as the time frame.

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