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Report - View complete activity of a user in date range

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  • Report - View complete activity of a user in date range

    I want to create a Report where I could see complete activity i.e. Calls, Meetings, Emails, Leads and/or Opportunities created by a User in a specific interval. Ideally, I would like to have 2 input fields for this report:

    1. User
    2. Date Range

    I have bought the Advanced pack a month ago so I do have access to Reports module.

  • #2
    Hello
    For each entity type you need to create own report: one report for calls, one for opportunities and other.
    In Runtime filter add Assigned User and Date field (Date End for calls and meetings, date sent for emails, and completed date for opportunities)

    https://www.espocrm.com/video/reports-and-analytics/
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