Saved Customer Search that counts the ‘Completed’ Tasks, Phone Calls and ‘Email’ sent per Sales Rep for a given period of time

To create the search, perform the following steps:

1. Navigate to List > Search > Saved Searches > New.

2. Select Customer.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, mark Use Expressions and add the following filters:

(( Activity fields : Activity Type is any of Phone Call, Task AND
Activity fields : Status is Completed AND
Activity fields : Date Completed is within this month ) Or
( Messages fields : Type is Email AND
Messages fields : Is Incoming is false AND
Messages fields : Date is within this month ))

5. On the Results tab > Columns subtab, set the following:

 

Field	Summary Type	Formula	Summary Label
Sales Rep	Group		Sales Rep
Name
Activity : Owner
Activity : Title
Activity : Internal ID
Formula (Numeric)	Count	CASE WHEN {activity.owner} = {salesrep} AND {activity.status} = 'Completed' AND TO_CHAR({activity.date},'mm') = TO_CHAR({today},'mm') THEN {activity.internalid} END	# of Completed Tasks and Phone Calls
Messages : Author
Messages : Subject
Messages : Internal ID
Formula (Numeric)	Count	(CASE WHEN {messages.author} = {salesrep} AND TO_CHAR({messages.messagedate},'mm') = TO_CHAR({today},'mm') THEN {messages.internalid} END)	# of Sent Emails

 

6. Click Save & Run.