Report for Calls and Meetings

[olof]

We would like to create a sales team report showing the number of calls / meetings per user.

We have the advanced pack and Outlook365 sync.

For us Calls and Meetings are very similar. Calls that are scheduled as a Zoom or Teams call come in as meetings and spontaneous outbound calls that are recorded manually go into Espo as calls.

But what we would like is the ability to do a report that shows both together.

Kind regards

[item]

Hello,

https://www.espocrm.com/documentation/user-guide/reports/#user-content-joint-grid-reports

[olof]

Thanks - yes that does the job.

Am I missing something or is report filtering by this week missing?

I see last 7 days and current month but not this week.