Sunday, October 21, 2018

Count the Number of Activities (Events, Phone Calls and Tasks) Created per Month by Each Sales Rep Grouped By Activity Type


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To create the search, perform the followingsteps:

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

     2. Select Activity.

     3. Provide a Search Title.

     4. On the Results tab > Columnssubtab, set the following:

Field

Summary Type

Formula

Summary Label

Assigned To

Group

 

 

Type

Group

 

 

Status

Group

 

 

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '01' , 1)

January

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '02' , 1)

February

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '03' , 1)

March

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '04' , 1)

April

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '05' , 1)

May

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '06' , 1)

June

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '07' , 1)

July

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '08' , 1)

August

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '09' , 1)

September

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '10' , 1)

October

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '11' , 1)

November

Formula (Numeric)

Sum

DECODE (to_char({createddate}, 'MM'), '12' , 1)

December

       

     6. Click Save & Run.

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