Making a Call Report

I set up all of my activities as "Tasks".  My boss likes a weekly call or activity report which shows the following:

Date Completed, Category, Organization, Contact or Lead Name, Task Description, Task Comments.

Can anyone help me accomplish this?  I have tried reports, and exporting.  Neither show all of the categories I need.

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  • Hi Ronda,

    I'm not sure how detailed your Task Comments are, but if you included them in the "Description" instead of the Comments section, an export would give you all the fields you need. Here is what comments look like in the description section. 

     

    I hope this helps!

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  • Hi Amanda, when I tried exporting, it didn't show contact or lead name or organization either.  Am I doing it wrong?  Ronda

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  • Hmmmm. I'm not sure why that would be - unless it has something to do with your plan. But if you select all tasks (or the ones you want to export) on the left side and then click "Export Tasks" you should have all that info in the excel doc.


    These are the headers I have when I export:

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  • I would suggest setting it up as an advanced report. You could do a task report with the exact columns that you would like. You can also filter the tasks so that your boss only sees the tasks he or she needs to see. What is more you could set up a schedule so that the report gets sent on a weekly basis without you having to produce it and send it to manually.

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  • I keep this type info in notes with in organization then I can create a list of activities with times, dates and activities.

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