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

Posted by CuriousRubik on 12 Feb, 2011

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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