--- schema_version: "1" id: 3a629b9c90b61af2de70c9917b7cb62f32d7fcefb447780eb96d7c863631a345 title: Get Started with Activity 360 Reports collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/einstein_sales_activity_reporting_quick_start.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.einstein_sales_activity_reporting_quick_start.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d7ca8489b5dc483651ab4ccf20c9b252b2016f472519645850656669104a7ca9 description: Use the provided Activity 360 reports, or clone the reports to meet your business needs. Review the suggestions and tips for custom report types to help you create your own reports and dashboards. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Get Started with Activity 360 Reports Use the provided Activity 360 reports, or clone the reports to meet your business needs. Review the suggestions and tips for custom report types to help you create your own reports and dashboards. ### Required Editions
Available in: Lightning Experience
Available with Einstein Activity Capture in Einstein 1 Sales Edition
Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions and for an extra cost in Enterprise Edition
Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform.
Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png) Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png) Important Starting in Summer ’25, Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard aren’t available unless previously set up. Additionally, data from these reporting tools that appear in other features, including Pipeline Inspection and Einstein Conversation Insights isn’t available unless configured before Summer ’25. If you’re already using Activity 360 Reporting, Activity Metrics, Activities Analytics Dashboard, or related data, you can continue to do so until these tools are retired. To explore email data added by Einstein Activity Capture after Summer ’25, make sure you [sync email as salesforce activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity.htm&language=en_US) and use Salesforce Activity reports. See [Considerations for Sync Email as Activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity_considerations.htm&type=5&language=en_US) and [Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement](https://help.salesforce.com/s/articleView?id=004633781&type=1&language=en_US). Activity 360 reports support up to 50,000 records. You can show up to 6 months of data in activity reports. If you receive an error, add filters to limit the report size. An email can be associated with up to 100 related Salesforce records. If records exceed the limit, then Salesforce associates the email to 100 of the records and ignores the rest. ## Activity 360 Reports Folder In the Reports tab, find the Activity 360 Reports folder. This folder contains prebuilt reports that show you all activities, including emails captured by Einstein Activity Capture, across Salesforce records such as accounts, opportunities, and contacts. ## Activity 360 Dashboard To get a bird’s-eye view of activities for the month, use the My Team’s Activities This Month dashboard. In the Dashboards tab, select the Activity 360 folder. The dashboard uses some of the prebuilt reports so that you can quickly monitor. If you have Activities Dashboard enabled, you can see the My Team’s Activities This Month dashboard in the Activities Dashboard tab. ![My Team's Activities This Month dashboard in the Activities Dashboard tab](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/aac/a360_dashboard.png) ## Custom Report Types and Reports for Activities and Insights Build custom report types by using the unified activity and insights objects. Follow these guidelines when you build a custom report type. - For the primary object, select a CRM object such as user, opportunity, contact, lead, or account with related activities. - For the secondary object, select **Unified Activities** to report on all activities. To report on a specific type of activity, select one of the subtypes of Unified Activities. For example, to report on emails only, select **Unified Email**. If you have custom fields for events or tasks, you can add them to your report via lookup. Edit the layout of available fields in the report type and select Add fields related via lookup. ![The report type builder showing the lookup to custom and standard fields from Event, Task, Video Call, and Voice Call](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/aac/a360_report_type_lookup_related_fields.png) - For the third-level object, select one of these objects. - Insights: Report on key insights from emails and calls. - Participants: Report on the contacts and users that participated in an activity and their role in the activity. For example, by selecting **Participants** you can see whether a user sent or received an email in the report. - Relations: Report on other Salesforce records that are related to the activity. For example, you can show opportunities, contacts, and accounts associated with the activity. An email can be associated with up to 100 related Salesforce records. If records exceed the limit, Salesforce associates the email to 100 of the records and ignores the rest. #### See Also - [Create a Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_defining_report_types.htm&type=5&language=en_US) - [Turn on Additional Features for Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_setup_features.htm&type=5&language=en_US) - [_Developer Guide_: UnifiedActivity Object Reference](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_unifiedactivity.htm)