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Quick and Dirty Activity Count by GoldMine User

If you use GoldMine’s calendar and have trained your users to complete activites, you have an indispensible tool for tracking the number of activities done on a per-user basis.  When my clients look at their best performing sales people, we tend to find, not surprisingly, those with the highest number of activities to be at the top. 

Go to Lookup | SQL Queries or in GoldMine Premium Edition Tools | Filters & Groups then click on the SQL Query Tab.  Then, paste in this:

select userid, srectype as Type, count(*) as Number from conthist where srectype in ('A', 'C', 'M') and ondate >= '1/1/2000' and ondate <= '6/30/2008' group by userid, srectype

Change the date range to suite your needs… This counts Appointments (A), Call (C), and Emails (M).

GoldMine SQL Query Window

This is a great example of multi-field grouping, and how it can be very useful in SQL Queries.

Don't forget, you can send these results to Excel:

http://www.thegmblog.com/2007/10/the_one_that_didnt_get_away_fi.php 

 

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Comments (3)

Hi Chad,

Looks like a nice query. Unfortunately, it's not "taking" in my GoldMine 6.7. Here's the error message:

Invalid use of keyword.

Context: SQLQuery:
select userid, srectype as 'Type', count(*) as 'Count' from conthist where srectype in ('A', 'C', 'M') and ondate >= '6/1/2008' and ondate

1: Line Number: 1
2: Token: ,

BDE Error Cat:Code: [42:18]
BDE: 500 [4/11/1999] GoldMine: 6.70.61214

Thanks !

RK:

I get the same error as Ted.

Invalid use of keyword.

Context: SQLQuery:
select userid, srectype as 'Type', count(*) as 'Count' from conthist where srectype in ('A', 'C', 'M') and ondate >= '6/1/2008' and ondate

1: Line Number: 1
2: Token: ,

BDE Error Cat:Code: [42:18]
BDE: 500 [4/11/1999] GoldMine: 6.50.40321

Yes, I noticed that when I was testing the original query I wrote up in GoldMine Premium on a GoldMine 6.7 dBASE install, so changed it to this:

select userid, srectype as Type, count(*) as Number from conthist where srectype in ('A', 'C', 'M') and ondate >= '1/1/2000' and ondate

Then went ahead and posted the original. I'll change it up now.

Thanks for keeping me honest guys! ;-)

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