Overdue activities

Paul Antoun
Paul Antoun Posts: 1
edited July 23 in Sales CRM #1

hi - im looking to generate a report on overdue activities by user - i can run this manually, but want a live report to show in MS Teams.

Is there a way this can be done ?

thanks in advnance

James

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited March 21 #2

    Hi @James Nader you can create a custom report to filter the overdue activities and use the Shareable Insights feature to share the results, which are live and read-only. 

  • Andrew Spiers
    Andrew Spiers Posts: 2
    edited March 21 #3

    Hi @James Nader you can create a custom report to filter the overdue activities and use the Shareable Insights feature to share the results, which are live and read-only. 

    I'm just looking at this now and I can't see a way to share this to an external spreadsheet as I can for activities completed. I can create the filter but can't create a report to share on an insights dash - I can only export that data. Can you advise please?