---
schema_version: "1"
id: 3f172f34e0d38f04524f212f2e090a64d1a6358207ab8d229654ccfbf8fe5740
title: Report on Meetings with Customers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/activities_reports_activityrelationships_salesrep_customer_contacts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.activities_reports_activityrelationships_salesrep_customer_contacts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e1b98692528e39d361851e4713804cb46ec3e5337839951a777554d4be136288
description: Create a custom report that shows which customers sales reps are spending their time with.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Report on Meetings with Customers

Create a custom report that shows which customers sales reps are spending their time with.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d32155e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32155e66 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32155e66 ">Create and Customize Reports and Report Builder</td>

          </tr>
        </tbody>
      </table>

1. From Setup, enter Report Types in the Quick Find box, then select **Report Types**.
2. If the Custom Report Type welcome page opens, click **Continue**.
3. For Primary Object, select **Users**. Fill in the other required fields.
4. Click **Next**.
5. Click the box under the primary object.
6. Select **Activity Relationships**.
7. Click **Save**.
8. To define the fields for the report, click **Edit Layout**.
9. To the layout, add several Activity Relationships fields if they aren’t already added: Date, Subject, Name, Related To. For each field, select the **Checked by Default** option.
10. Double-click the label for the Name field and change the label to Contact. Change the Related To field to Opportunity.
11. Click **Save**.
12. Create a report based on the report type that you created.
13. Group the rows by Full Name using **Group Rows** in Lightning Experience or by selecting **Summary Format** in Salesforce Classic.
14. Save and run the report.

Shared activities must be enabled for custom reports based on activity relationships to include event organizers along with invitees and to include events to which no one has been invited.

#### See Also

- [Create a Custom Report Type](https://help.salesforce.com/articleView?id=reports_defining_report_types.htm&language=en_US)
- [Design the Field Layout for Reports Created from Your Custom Report Type](https://help.salesforce.com/articleView?id=reports_report_type_layouts.htm&language=en_US)
- [Build a Report](https://help.salesforce.com/articleView?id=rd_reports_build.htm&language=en_US)
- [Creating a Custom Report](https://help.salesforce.com/articleView?id=reports_custom.htm&language=en_US)