How do I create a 'User Email Activity' graph?

Ebsta Support -

An Email Activity graph will give you insight into the email activity of an individual user.

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Note: You will need to ensure Ebsta Sync's User Emails Custom Object is enabled to run reports against individual User Activity.

Learn more by reading: How do I enable Ebsta Sync's User Emails Custom Object? 

 

1. Click Reports > New Report....

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2. Select Other Reports > User Emails > Create.

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3. Change the Show drop down to All user emails.

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4. If you wish, select the specific Date Range.

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5. Click Add Filter and search for a User's Full Name and User. Then click OK.

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6. Drag the User, Emails Received, Emails Sent and Date fields into the Preview table.

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7. Change the Tabular Format to Summary.

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8. Drag the User header and the Date header to create a Grouping.

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9. Click the drop-down arrow next to Emails Sent and Emails Received > Summarize this Field... > Sum > Apply.

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10. Click the drop-down arrow next to the Date Grouping > Group Dates By > Define your period (e.g. Calendar Month).

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11. Click Add Chart and select a Line Graph. change the X-Axis to Date.

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12. Click Plot the additional values and choose Sum of Emails Sent.

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13. Click Formatting and give the Chart a title.

 

14. Click Save.

 

15. Click Save in the top right-hand corner, complete the fields and then click Save.

 

16. Add this Report to your Dashboard in Salesforce by following the steps in the below article:

How do I create an Ebsta Analysis Dashboard in Salesforce?

 

Recommended next reading:

How do I create a 'Team Email Activity' graph?