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John AdamsJohn Adams 

Reporting The Number Of Activities Per Account

Hi,

I would like to generate a report that displays how many times each of my Accounts has been called, emailed and generally contacted.

I would ideally like to export a table to Excel with columns that displays Contacts, Number of Calls, Number of Emails, and any other Activity description for a given date range. The table would be simply numberic and not display any of the details of the calls, etc. or which Contacts were contacted.

This way I have a spreadsheet I can go to and see that, in the last "X" months, "Company Y" has been called "Z" times, personally emailed "A" times and received "B" mass marketing.

Is such a report possible? If so, how would I go about creating it?

Thank you for your help and please ask me for further clarification if needed.

John 
Best Answer chosen by Moderator (salesforce.com) 
Aiden MartinAiden Martin
First, I'm assuming that the Activity type field contains the info you need to indicate if an activity was a Call, Email, etc.

Create your activity report, include Account Name, Activity Type, Date. Filter as necessary.
I would use the Connect for Office Excel addin to import the report directly into Excel.
Create a Pivot Table from your report.
Drop Account Name in the Row Section
Drop Activity Type in the Columns section
Drop Account Name in the Data/Values section.  It should automatically do a record count.
Save.

You can also do the same as a salesforce matrix report.

Aiden

Aiden