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    • Need to build report between Task and Call Report (created via Task Page)

    in Reporting & Analytics for Sales 9 comments

    Summary:

    Created a Task > open Task Detail > Action > Create Call Report. So now we have Task and its linked call report. Now we want to create a BI Report which should display Task Data ( Subject, Status etc) and in same row line against this Task we want to see Call Report Data which was created thorugh this task.

    Report Output -

    Activity Function Code !! Task Subject !! Task Status !! Call Report Subject !! Call Report Start Date !! Call report End Date

    I tried but unable to find a attribute which is common between Task and Call Report.

    Content (please ensure you mask any confidential information):

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