This simple report shows a basic breakdown of all calls, both inbound and outbound, handled by your reps today.

  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: "Today"
  3. Add the following custom field filters:
    • Call Type equals to "Inbound,Outbound"
    • ImpressionId not equal to "" (blank)
  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. Then drag the Call Type field into the column grouping area.
  8. Click Add Chart and edit the following settings:
    • Select Type: Vertical bar chart (second icon from the left)
    • Y-Axis: "Record Count"
    • X-Axis: "Assigned"
    • Group By: "Call Type"
    • Set the grouping display to side-by-side (icon on the left).
    • Click OK to finish.
  9. The report is ready! Click Save, give it a name and assign it to a folder.

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