Reporting on timeline activity content
None
With the new Activity Timeline reporting capability you seem to be able to report on all fields except for the actual "Notes" field? Would like to have a report of the most recent "update" across key accounts.
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We have plans for improving timeline reporting. I will keep you updated as we make progress.
Thanks,
Nitisha
Very interested to see what you are planning for adding the actual notes text to reporting. I definitely think there's a lot of opportunity to improve upon how Saleforce handles long text fields.
However, you can also pull it into the drill down if you use any chart type.
In April release, we are coming up with Global Timeline i.e. a common timeline view for all activities across all accounts and relationships. In this view, you can search for the keywords and get all activities related to it.
In upcoming releases, we will keep on enhancing the filters and saved views functionality.
Thanks,
Nitisha
This was fixed. We can report on Notes now. Thanks!!