need a consolidated way to report on tasks and events in one report.

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  • Updated 1 year ago
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I have been speaking with a customer who will need Tasks + Events grouped together in a single table like we can in SFDC reporting.

Has anybody found a way to accomplish this or will this be on the roadmap in the future?
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Michael Sweeney, Employee

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Posted 1 year ago

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Josh VanGeest

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I am trying to run reporting on both the Tasks Object (SFDC Object ID starts with 00T) and Events Object (SFDC Object ID starts with 00U) in a single Gainsight report. We have an integration that automatically logs tasks (for emails) and events (for calendar invites). To run reporting on the sum of total activities logged in a given day/week/month we need to show them in one report. 
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Karl Rumelhart, Official Rep

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Going out on a limb here around my salesforce knowledge but doesn't ActivityHistory let you report on (closed) Tasks and Events together?