Report from two entities
How can I build a report that takes information from two different entities. Specifically, I would like to list all activities in a quarter and show the value of a custom field for each contact of each activity.
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Answers
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Hi @Andre R.
To see all of your activities in a report, I would recommend creating an activities performance report. You will be able to add combined data from a contact custom field in the initial filter for the report, however, it is not possible to segment by or add contact custom fields in the graph/visual builder for the activity report. You can also set a date range in the filter to view activities only for one quarter!
I hope this helps!
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