12-13-2012 09:36 AM
I need to create a report for "Meetings Held" in the History tab. I need either 1 or 2 reports. One report to show me the number of meetings my sales guys went on in any particular months, and another (or could be in the 1st report) to show me which companies they visited. Is there a standard report for this or can I create one. I dont seem to be able to find a way.
12-13-2012 10:08 AM
Have you checked the History Summary Classic
12-13-2012 10:23 AM
Ok that is what we are looking for, however, when I go to generate the report it is blank. It seems to want to pull the data. It says 80 pages, but they are all blank. Am I missing something in the settings?
12-14-2012 08:29 AM
Unfortunately the standard History Summary Classic report doesn't suppress blank line from contacts that are processed but have no applicable history to include. One way to minimize that is to use the Lookup | Contact Activity to create a lookup of more applicable contacts. I also have a rewrite of the History Summary Classic report that does suppress the blank lines.