1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Phone Call as Search Type.
3. Under Criteria tab > Standard sub tab, add the following filters:
- Status = Scheduled
- Opportunity Fields...Opportunity Status = Any of (Add all open Status except Closed, and Closed Won)
Note: Press Ctrl key on your keyboard to select multiple, then click Set.
4. Under Results tab > Columns sub tab, add the following fields:
- Organizer
- Status
- Company
- Date
- Opportunity Fields... Opportunity Status
- Opportunity Fields... Number
- Opportunity Fields... Sales Rep
5. Click Save & Run.
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