Activity Reporting by Assigned To

[JimRae]

Does anyone have any good suggestions on how to create a custom report that would show the average number of activities by Assigned to, grouped by Geography (our custom field).  Somehow, I need to determine how many unique "assigned to" resources there are in each geography and then count the number of activities they have, and calculate the average against the total for the geography:

Something like this:

East (425 Records)

Smith 42 records    9.8%

Jones 84 records    19.8%

Johnson 4 records   0.9%

Barnes 100 records 23.5%

etcetera to 100%

same for each geography I would group by.

Any ideas out there?  Seems like a common thing, but I can't figure it out.

Thanks in Advance!

Jim Rae 

[pattyva]

It looks like you are going to have to create a custom formula to summarize your report. When you are editing your report, in Step 3: " Select the info to summarize",

• Select Record Count & Active.
• At the bottom of the screen where it says "Custom Summary Formula" click NEW, and window called "Formula Builder" will pop up.
• Enter a label name for this formula (example "Average Activity by User")
• Format: click Percent
• Decimal: this is optional.
• In the formula section, you may want to try this formula: ACTIVEUM/RowCount. (translation: the number of active users divided by the total number of activities or record count)

Hope this is helpful!

[JimRae]

That seems like the right track, but I don't have an Active to sum on.

The Assigned to could be anyone in the geography, so I am hoping to do something using the group by function to determine how many unique resources have been assigned in the geography.  I am not sure how to determine the number of Active users, that is the big question.

Jim