@jriva On the Call to Action object, you should have a field called Source that you could use to filter to Rules for one and Manual for the other.  For the manual, it will be a little more complicated to get to the ones created by management versus the CSM.  The best way I can see is to use the Created by ID to filter.  It might make sense to add another field on the Call to Action for to do a look up for that Created by ID to add whether that person is a manager or CSM so that you could filter off that and not have to add names.

@jriva did u get a chance to view the comments by @heather_hansen .

@heather_hansen Thanks for your inputs! 

@sai_ram yes I’ve reviewed her comments but I’m having difficulty getting the report to produce the results I want.

Hi @jriva :

For the 1st report (see CTA’s created via rules/automation). Can you try out  with the below configuration and let me know if that work

For the 2nd report (CTA’s created by Management): How do you identify that a user is a part of the management team or the CSM team? Do you have any fields where this is tracked (such as role?)

@aditya_marla - I managed to get the management report working by filtering by “created by” and the using the first names of the mangers. Probably not the most elegant solution, but it works! 

I’ll let you know how it goes once I build the rules report.

Thanks so much for your input!