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Meeting and call reports

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  • Meeting and call reports

    Does anyone know how to make a report which contains a call list, and differentiate calls from accounts and calls from leads?

    Thank you!

  • #2
    Not sure if such is possible. You can create list report and add filters by account, parent fields.
    You can create grid report grouped by parent. If you click on column sub-report will show up.

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    • #3
      Thanks for your qick response
      But it isn't an option,, I can`t create a report grouped by parent, at least I donĀ“t have this possibility in my configuration

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      • #4
        It's a new feature. Have you upgraded advanced pack recently?

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        • #5
          Not yet, I'll do and We'll see

          Thanks Yuri!

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