Hello, I have a list of contacts that I want to observe and review activity against. How do I create this view or report?
Hi @elisestieren,
This is something you would do with the custom report builder: Create reports with the custom report builder
As data sources, select activities as primary source and contacts as an additional source.
Once in the editor, you can then, thanks to the contact data source, apply a report filter for membership in your list.
From that point in it depends which questions exactly you’d like to answer - you could start by visualising the count of activities by activity type in a bar chart, for example. Or create a table view of contact name, activity type and activity date, sorted by activity date.
Best regards!