Count the Number of Activities (Events, Phone Calls and Tasks) Created per Month by Each Sales Rep by status by activity type

In order to show the cout crate a saved search by following the steps below

To create the search, perform the following steps:

  1. Navigate to Lists > Search > Saved Searches > New.
  2. Select Activity.
  3. Provide a Search Title.
  4. On the Results tab > Columns subtab, set the following:LSA1
  • Select Formula field type numeric and use “DECODE (to_char({createddate}, 'MM'), '01' , 1)” function for the first month
  • For remaining months change above highlighted area like below.
  • February: DECODE (to_char({createddate}, 'MM'), '02' , 1)
  • March: DECODE (to_char({createddate}, 'MM'), '03' , 1) and so on use custom label for naming months
  • Search results will be as follows:

LSA2

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