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atidevatidev 

Report to show the total number of activity for a lead

Hi,

  I need to generate a report which shows the total number of activites (Both open and closed) for each leads.  

 

I also need to show the last activity date. There is a last activity date in Lead, and that is showing the due date of the last activity date. 

 

 

RossGilbertRossGilbert

You can create a new Report Type that shows Leads and Activities:

 

Go to Setup>App Setup>Create>Report Types>Click "New Custom Report Type":

 

Then...

Where it says "Primary Object" select  'Leads'

Name the Report Type and where it asks for the category it will be stored in, select "Other"

Select "Deployed" and click Next

On the next screen, click where it says "Click to Relate Another Object" - select "Activities" and click Save.

 

Now go to the Reports tab and create a new Report. 

 

Select "Other Reports" in the category screen on the left, then in the right, select the report type name you just created

Follow through with report set up.  You'll be able to run a report on all Leads and their activities using this report type.