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Premise

This report offers a glimpse into your inbound LocalPresence activity.

BE ADVISED: This report does not accurately represent any causal or correlated relationship to outbound calls made using LocalPresence. It merely tracks inbound traffic made to LocalPresence numbers.

  1. Create a new Activities >> Tasks and Events type report in Salesforce.
  2. Set the default filters.
    • Show: "All Activities"; "Open and Completed Activities"; "Tasks and Events"
    • Date Field: "Date"
    • Range: "Last 120 Days"
  3. Add the following custom field filters:
    • Call Type equals "Inbound"
  4. Under the Preview heading, change the format dropdown from "Tabular" to "Summary" format.
  5. Remove unnecessary detail columns by clicking the Remove All Columns link.
  6. Drag the Local Presence Used field into the row grouping area.
  7. Finally we need to create the visual chart. Click Add Chart and edit the following settings:
    • Select Type: Pie Chart (fourth icon from the left)
    • Values: "Record Count"
    • Wedges: "Local Presence Used"
    • Click OK to finish.
  8. The report's ready to save! Click the Save button, add it to a report folder, and you're done.

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