---
title: "Creating User Activity Reports in Salesforce"
slug: "creating-user-activity-reports-in-salesforce"
updated: 2026-05-17T16:49:06Z
published: 2026-05-21T21:26:15Z
canonical: "help.8x8.com/creating-user-activity-reports-in-salesforce"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating User Activity Reports in Salesforce

## Objective

Create a basic report for 8x8 user call activity in Salesforce, from data stored by the 8x8 Work and Contact Center for Salesforce integrations.

This process can apply to one or more agents, so if needed, agents can create their own reports. This assumes that the Salesforce Administrator has not denied the user access to Salesforce Reports. The reports created using this process in Salesforce Lightning can also be viewed in Classic mode.

> [!NOTE]
> Note:
> 
> This guide is provided strictly for Salesforce user convenience. Support for creating reports in Salesforce is not provided by 8x8, and issues with reports should be directed to Salesforce.

![clipboard_eb8970f9ab66650ffdd21f279ac167b1f.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10636)

## Applies To

- 8x8 Work
- 8x8 Contact Center
- Salesforce

## Procedure

These instructions will show you how to create a report in Salesforce Lightning that will both separate user **Task** activity into individual assigned user sections, and provide a sum total of each user’s call times for the day.

1. In Salesforce Lightning, navigate to **Sales** (or another app of your choosing), then **Reports** > **New Report**.
2. Choose **Report Type** > **Tasks and Events** > **Continue**.![clipboard_e13b7671b6715cdf55bf468eed2d877c3.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10632)
3. Give your report a name at the top-left of the screen.
4. Click on **Fields** at the far left to expand the Field list.![clipboard_e406d10c3a7969fba70033c0f9a5ad0be.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10639)
5. Drag and drop the fields you want in the report. For this to work for sorting by user, and to display the Call Duration sums, you’ll need at least these two fields.

> [!NOTE]
> Note:
> 
> Custom 8x8 call log fields can also be added to a report, once they have been configured in Salesforce.
  - **Assigned**
  - **Call Duration (seconds)**![clipboard_e77d6d67c04a4a2d3207e720d59ecbf2d.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10638)
6. On the **Filters** tab, set the filter variables for the report. For this example, the following options were selected:
  - **Show Me**: All Activities
    - If you are creating your own **individual** user report, select **My activities**, instead. See the screenshot below.
  - **Date**:
    - **Date**: Created Date
    - **Range**: Today
  - **Show**: Open & Completed Activities
  - **Show**: Tasks![clipboard_e36eb10e3847d4dba447b684cb1c2ef9a.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10633)![clipboard_e6d4c9c3b60eda175e3d5f074505ce776.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10643)
7. Click on the drop-down arrow for **Call Duration (seconds)**, click **Summarize**, and select (check) **Sum**.![clipboard_e3647e22170e31b6240c61eac64f834e9.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10641)
8. Click on the drop-down arrow for **Assigned** and select **Group Rows by This Field** to force the separation of assigned user data.![clipboard_e6104fc00a07460aa02c921793011cbe2.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10635)
9. You might immediately see a complete sample of what the report will look like, depending on the available data — in this example we're reporting on **Today**.![clipboard_eb8970f9ab66650ffdd21f279ac167b1f.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10636)
10. Click **Save & Run**, then verify your report settings and click **Save** in the **Save Report As** window.![clipboard_ec04814cded707675b56b8810b460166c.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10642)
11. At the bottom of the **Report** screen, there are slider switches that help control the view. Toggle them on and off to see what suits you best in the report view.

When you run your new report, **Assigned** users will be separated into their own sections, and the total Call Duration for each user is summed at the bottom of each user's section.

![clipboard_e4eeba50dfd9a3c7958d3815f55c7bb0f.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10637)

> [!NOTE]
> Note:
> 
> The **Call Duration (minutes)** column can also be added to the report, but it cannot provide a total time sum in the report.

This is because Salesforce treats this as a *text* field, rather than a *numerical* field. Because of this, the **Summarize** option does not appear in the dropdown selection for the **Call Duration (minutes)** field.

![clipboard_e02e5c3b92f86a198fe7acba725e97119.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/10634)