Overdue activities

Paul Antoun
Paul Antoun Member Posts: 1 VERIFIED MEMBER
edited July 2022 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

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  • Inês Batata
    Inês Batata Posts: 2,004 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited March 2022 #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 Member Posts: 2 VERIFIED MEMBER
    edited March 2022 #3
    Inês Batata said:

    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?

     

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