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Category - Reports and Dashboard Graphs

Screenshot of a software interface for creating a contacts and email messages report. It shows selection steps, options for adding related email messages to contacts, and choices for including records with or without related email messages in the report.

Leveraging Email Data with Custom Report Types

Date: October 27, 2020
By: Trevor Holewinski
Categories: Reports and Dashboard Graphs

A software interface displaying a "Choose Report Type" menu with "Activities" and "Tasks and Events" highlighted on the left and center respectively. The "Continue" button is circled in red at the bottom right. Other categories are also listed on the left.

Reporting on Enhanced Emails Uploaded by Match My Email

Date: January 7, 2021
By: Trevor Holewinski
Categories: Reports and Dashboard Graphs

Using Salesforce Filters and Operators in Reports

Date: April 20, 2016
By: Trevor Holewinski
Categories: Reports and Dashboard Graphs