Tuesday, October 23, 2018

Activity Saved Search Grouped by Types and Attendees in Columns

1. Navigate to List > Search > Saved Searches > New.
2. Select
Activity.
3. Provide a title and set other search settings as needed.
4. Under Results tab insert the following:

Field

Summary Type

Formula

Custom Label

Summary Label

Assigned To

Group

Formula (Numeric)

Sum

DECODE({type},'Phone Call',1,0)

Phone Call

Phone Call

Formula (Numeric)

Sum

DECODE({type},'Event',1,0)

Event

Event

Formula (Numeric)

Sum

DECODE({type},'Task',1,0)

Task

Task

5. Click Save & Run.

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