Dashboards & Reporting

USotomayor
Member

How to apply time filter?

SOLVE

Hey there! I have a couple reports, one of them for activities broken down by activity type, so custom report: Contacts & Activities, I can't seem to add a time filter, I'd like to know how did my calls go for this lead type in the last say two weeks, any ideas? 

Thanks!

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1 Accepted solution
DDiana
Solution
Participant

How to apply time filter?

SOLVE

Hey @USotomayor! Under filters, you should be able to add activity date and choose for example: is last 14 days. Also activity type to be call. You can further add a filter for lead type. 

 

You can read more about filters for custom reports here. Customize report filters.

 

Hope that helps! 🙂 

 

DDiana_1-1749067932072.png

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1 Reply 1
DDiana
Solution
Participant

How to apply time filter?

SOLVE

Hey @USotomayor! Under filters, you should be able to add activity date and choose for example: is last 14 days. Also activity type to be call. You can further add a filter for lead type. 

 

You can read more about filters for custom reports here. Customize report filters.

 

Hope that helps! 🙂 

 

DDiana_1-1749067932072.png

0 Upvotes