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This very simple report lets you view agents' recorded calls. This report does not include a visual chart.

  1. Create a new Activities >> Tasks and Events type report in Salesforce.
  2. Set the following standard filters:
    • Show: "All Activities," "Completed Activites," "Tasks"
    • Date Field: "Date"
    • Date Range: "Last 7 Days"
  3. Add the following custom field filters:
    • Call Type equals "Inbound,Outbound"
    • Call Recording not equal to "" (blank)
    • Call Duration (seconds) greater than "30"
  4. In the Preview heading, change the report format from "Tabular" to "Matrix."
  5. Click the Remove All Columns link to remove superfluous detail fields.
  6. From the Fields area, drag in the Assigned field into the row grouping area.
  7. For this report, you'll want to add some specific detail columns. In the Show dropdown next to the Preview, checkmark the "Details" option.
  8. Drag the following fields into the details area to the right of the Grand Total column:
    • Call Result
    • Call Recording
    • Call Duration (seconds)
    • Subject
    • Lead
    • Contact
    • Company / Account
    • Date
  9. That's it, the report is ready! Click Save, give it a name and assign it to a folder.

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