Reporting with last activity same report leads and contacts

I am trying to perform a simple report that is the same (or nearly the same) on leads and contacts.  Organization name, Owner, Name, Role/Tittle (missing on lead activities), date of last activity (missing on lead activities), Activity type (missing on contacts), State (missing on lead activity).

Any suggestions?

Plus I have a lead activity report with the fields that are available that will no longer run.

Plus I want to delete old reports that are no longer needed - is thre a way to do that?

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  • Hi there,

    Unfortunately, you would need to create several reports and combined the information you're needing.

    You can; however delete a report by viewing the Report > Selecting Actions > Delete this Report

    What fields in your Lead Report are no longer running?

     

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