Contact Properties in Activity Chart

CRM & Sales CRM
1

Hello everyone,

I am attempting to display the number of meetings scheduled week over week, broken down by the tiering of the company.

I have created a report that shows the number of meetings week over week based on Activities, which works well. However, I am unable to add the tiering property, which is located in Contacts and Companies.

Is there a way to join Activities with Contacts and Companies?

Thank you, Richard

2

Hi @rickgoz,

In the custom report builder, you can choose multiple data sources (activities + companies, for example). Create reports with the custom report builder

Have you create the report like this? If so, can you share a screenshot of your report settings?

Best regards!