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jeff_waldman
jeff_waldman
Contributor ⭐️⭐️
May 25, 2017
New Idea

Reporting on timeline activity content

  • May 25, 2017
  • 13 replies
  • 249 views
With the new Activity Timeline reporting capability you seem to be able to report on all fields except for the actual "Notes" field?  Would like to have a report of the most recent "update" across key accounts.  

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      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      March 6, 2018
      Hi Melissa,

      In April release, we are coming up with Global Timeline i.e. a common timeline view for all activities across all accounts and relationships. In this view, you can search for the keywords and get all activities related to it.

      In upcoming releases, we will keep on enhancing the filters and saved views functionality.

      Thanks,
      Nitisha
        parimala_agnihotri
        Helper ⭐️
        April 15, 2020

        @jeff_waldman the global timeline does not seem to resolve the capability of adding “notes” to a report to search for a “keyword” and run a report. Were you able to address it?

          sai_ram
          sai_ram
          Expert ⭐️⭐️
          November 26, 2020

          This was fixed. We can report on Notes now. Thanks!!

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