Create a New Filter for the Activities List
By default, the Today and This Month filters are available on the Activity Report page.
To create a new filter:
-
Go to Setup → Custom Code → CustomSettings → click Manage next to Activity Report Filters.
-
Click New to create a new filter.
-
Fill in the details.
-
Enter Name
-
Enter Filter Label
-
Set the filter as Active
-
In the Filter Query field, enter the SOQL-filter
-
Optionally, specify the order in the filter picklist on the Activity Report page and select Default Filter if you want to use this filter by default.
Refer to a list of data formats and data literals at Help Salesforce.
-
-
Click Save.
The setup is complete. The filter is available on the Activity Report pages.
