Reporting on tasks and events
Key Takeaway
Role hierarchy, archiving, and Shared Activities all change what an activity report returns.
Activity reports show information about tasks and events, such as open and completed activities, multi-person events, and pending approval requests where you are the delegated approver. You can run standard activity reports or build custom ones.
Standard activity reports
Standard activity reports list your tasks and appointments for a date range, or events with all invitees. You choose the date range and the status of the activities to include.
Some standard reports serve specific needs:
- Events with Invitees includes only multi-person events. Its filters are:
- Assigned to
- Assigned to the team of
- Invitee is
- Invitee is in the team of
- HTML Email Status covers the HTML Email Status related list of leads and contacts you emailed, when HTML email tracking is enabled.
- My Delegated Approval Requests lists approval requests where you are the delegated approver.
- All Pending Approval Requests is in the Activity Reports folder.