Creating a report with company calls and contact calls altogether

[mdrnd]

Hi there,

I'd like to create a call report based on company calls and contact calls all together. When I try to log a call, I can do that for both companies and contacts. But when I try to create a call report based on the contacts called, I can't seem to find a way of doing it.

Can anyone tell me how I could create the logged call reports for contacts?

Please note that I don't have any problem creating logged call reports based on companies. My question is specifically for contact calls.

Thanks

[mdrnd]

Thanks Karsten, this is helpful.

[karstenkoehler · Accepted solution]

Hi @mdrnd,

This can be achieved as a single object or a custom report. Navigate to Menu > Reports > Reports > Create custom report and either choose Single object > Activities or Custom Report Builder > Primary data source > Calls + Contacts.

Single object report settings could look like this:

Custom object report could look like this:

Of course you can adjust the properties shown as per your liking. I'd suggest a table view here for easy review.

Hope this helps!

[webdew]

Hi @mdrnd ,

Try to craete a custom report and use all these filters:

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.