Customer Saved Search for Activity Count for the Last # of Days

Here are the steps on how to create a Customer Search pulling up the total number of Activities for a period of days.

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

2. Click Customer.

3. Enter a Search Title.

4. Criteria tab > Standard subtab > use the following settings below:

• Activity: Activity Type > Is any of Event Task, Phone Call

5. In the Results tab use the following settings below:

• Formula (Numeric) > Summary Type = Count > Formula = CASE WHEN {activity.date} >= {today}THEN {activity.internalid} END
• Activity : Internal ID > Summary Type = Group  

6. In the Sort By field > select Activity: Internal ID

7. Click Save & Run.