Saturday, April 6, 2019

Create a Search Calculating Number of Events Created per Sales Rep

By default, the Owner of the Event is the Sales Rep. who created it, and can be different from the Organizer.

In order to create a Search which calculates the number of Events created per Sales Rep., the user needs to set up a Search as following:
1/ Navigate to List > Search > Saved Searches > New
2/ Select Event as the search type
3/ In Criteria tab > Standard subtab > add "System Notes Field: Type=is Create"
4/ In Results tab > Columns subtab > add the Field "System Notes Field: Set by", then use the Summary Type Group.
5/ Use the Summary Type Count for the Field "Event".


The Search Results can be narrowed further by using additional criteria, such as a time period, specific attendees, etc.

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