To enable sales agents fast activity check from the management want to create a report or view listing for all the activities in terms of Accounts, Activities, Tasks, Contacts, Stream notes
I know in Stream you can find all the activities following the right records and entities, but apart basic filtering for posts and updates there is no other filter option.
The need is being able to filter i.e. only a specific account or only a specific user.
I didn't find in reporting the possibility to aggregate such info since every report consider only his specific selected entity (so if I report Account I can access only specific Account fields), wanted to ask if there is any way to aggregate all these info.
I know in Stream you can find all the activities following the right records and entities, but apart basic filtering for posts and updates there is no other filter option.
The need is being able to filter i.e. only a specific account or only a specific user.
I didn't find in reporting the possibility to aggregate such info since every report consider only his specific selected entity (so if I report Account I can access only specific Account fields), wanted to ask if there is any way to aggregate all these info.