Customer Forum

Activity Report

Paul Posted: 2023-11-09 14:08

Hi all,

My manager has asked me to attempt to get a report processed which tells us out of our organisations who has not had any recent activity (eg: past 3/6 months).

There is a column called Last Reached but this does not correlate to activities as we have already tried this.

Any help would be most appreciated either way to tell us if this is possible and how to do it?

Thank you!

Ashley (Workbooks Online) Posted: Fri, 10.11.2023 - 10:24

Hi Paul,

Thank you for your question regarding a report for Organisation Activity. It is important to think about how you want the report to look and what information you want it to show. In order to show an Organisations 'recent activity', it would be important to build or drill through to records that would show this.

Based on your license type, we are unable to assist with the build of this report but here is a few links to our Knowledge Base which may assist:

Intro to Reporting

Reporting Explained

Using Calculated Columns

Report Templates

If you still are stuck in making the report you need and require any professional assistance, I would recommend reaching out to Mike Basketter at CRM Insights who will be able to show you or help build this report for you.

I hope this helps.

Kind regards,

Ashley Block