How to Create a Notes By User Report
Notes by User is a report that focuses on the Summary tab of the report to provide statistical data about what the Users have done in the past week.
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Go to the Report Workspace.
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Click Add Report.
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Select Activities. Click Blank Activities Report to open the report creation screen.
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Name the report Notes by User.
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In the Details Tab, add Is Modified, Edit Time, Type, For>Status, and Assign To in the Fields section.
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Add Edit Time to the filter section of the report and set it to be in the previous 7 days.
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Add the Assign To>Full Name filter. Set the Operator to Not Equals, and add both Admin, G5, and Admin, Keycloak as the Text values.
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Go to the Summary tab.
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Add Assign To, Template, and For>Status to the Groupings section, in that order.
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Add Count of All Activities to the Calculations tab.
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Set the View and edit permissions to Public and click Save when finished.
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