How do I pull an activity report in Salesforce?

Create a User Call Activity Report in Salesforce

Click Reports > New Report.
Select Activities > Tasks and Events and then click Continue.
Click the Filters tab in the left hand menu.
Change the Show Me filter to All Activities and click Done.
Click the Date filter and select a date range to report on and click Apply.

How do I view report properties in Salesforce?

To view and edit report properties:

In the Lightning Experience report builder or report run page, click .
In the Salesforce Classic report builder, click Add Chart or Edit Chart and edit the fields on the Chart Data and Formatting tabs.

What is a report in Salesforce?

A Salesforce report is a list of data generated based on predefined criteria. They can be displayed in either rows or columns and be public, shared, hidden, and read-only or with write access. The benefit of reports in Salesforce is being able to quickly and easily understand the data within the system.

How do I save a report in Salesforce?

Verify the name, description, and folder, then choose where to go next:

Click Save to save the report and go to the Reports home page.
Click Save & Return to Report to save it and go back to the report run page.

What is activity report in Salesforce?

Salesforce enables business owners to create activity reports, which showcase certain events related to the business. The type of activity report you choose to create has a default set of fields, although you can add fields based on your needs.

Is there a user activity report in Salesforce?

User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI.

What are reports and dashboards in Salesforce?

Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.

How do I share a report in Salesforce?

Sharing Content with Other Users

Navigate to the Reports tab.
Select All Folders listed on the left-hand side.
Click the carrot on the far right of the row with your Report Folder name.
Select Share from the dropdown.
In the new popup window, Share with Public Groups or Users, View Access.
Click Share, and then Done.

How to create a Salesforce API usage report and manage?

Salesforce make some API usage reports available through its main reporting system. In Salesforce Lightning, navigate to Setup -> System Overview for a quick snapshot of API requests made in the last 24 hours.

How to save a Salesforce report in Excel?

To save your Salesforce report, you will need to: 1 Click “Save & Run”, 2 Complete the “Save Report” details by entering a “Report Name”, “Report Unique Name”, and “Report Description”. 3 Select a Folder to save your report in. Note, that if you need to make it visible only to you, you need to choose… 4 Click “Save”. More

Where can I find a Salesforce report on my computer?

To find a Salesforce report, you need to look at your horizontal navigation bar for the “Reports” object. If you don’t see this tab in the bar: Look at the objects that are in the “More” tab; Click “New Report”, and you’ll see this window.

How do you delete a Salesforce.com report?

To delete the Salesforce report from the Reports tab you need to go to the “Reports” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”. To delete the report from the report’s run page, click the “Arrow down button” and choose “Delete”.

How do I pull an activity report in Salesforce? Create a User Call Activity Report in Salesforce Click Reports > New Report. Select Activities > Tasks and Events and then click Continue. Click the Filters tab in the left hand menu. Change the Show Me filter to All Activities and click Done. Click the Date…