Activity Report for Leads (Calls, Meetings, Tasks, Notes, Email

We need to produce a weekly activity report which is date specific which logs all details in calls, meetings, emails, notes and tasks. Report should be able to be filtered on dates and possibly other lead field criteria.

I know this question has been asked before and believe that Sugar still does not support this type of report but need to check again.

Sugar Enterprise 8.3 on Sugar Cloud.

Thanks in advance

Greg Barrass

0 Mykola Bulava over 5 years ago
Greg Barrass
If you need to get flexible Activity report for Leads (and not only, e.g., Accounts, Opportunities, Cases and so on), you could try using TimeLine Viewer add-on.
TLV helps to get Activities' log with filtering by dates, type of events and in the right context:
on the main dashboard with stream filtering by selecting Leads portfolio through a regular Sugar report.
By Leads portfolio using Leads list view filters
by particular Sugar record.

You can review not only Activity log but the log of other significant events like "Lead Status Change", "Lead Assign To Change" or any other important events by your wishes.
This is not a full list of TLV features, and you can find more benefits of TLV usage like to see a history of related records on parent level (Contact or Account) and collectin significant events from external systems. More examples of TLV usage you will find in the video library
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