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Using JobNimbus
How Do I Create an Email Inbox From a Custom Report?
Through the use of specific filters, you can create a report of only inbound emails, similar to your typical inbox.
On this page:
The following demonstration excludes automated emails.
To create a report that includes ALL email activity, check out this article.
Video Guide
Step-by-step Instructions
Within the JobNimbus Web App:
- Navigate to the Insights tab and select Classic Reports.
- Click on Create Report next to "My Saved Reports" and select Create Activity Report from the drop-down.
- Select "Add Filter" and choose Activity Type from the drop-down.
- Click into the "Select Activity Type(s)" field and choose Email from the options that appear.
- Check the box next to "Exclude empty records".
- Hit Apply.
- Add another filter for Created By.
- Select the radio button next to "Any of these team members".
- Click into the "Select Team Member(s)" field and choose every single user from the drop-down that appears.
- Check the box next to "Exclude".
- Hit Apply.
- Add another filter for Activity Source.
- Select the radio button next to "At least one of these (OR)".
- Check the box next to "Exclude".
- Manually type the following codes into the field. Press enter/return on your keyboard after each one:
- system_automation_contact
- system_automation_job
- system_automation_task
- Hit Apply.
Once you've applied each of these filters, you can remove columns you don't need.
A few examples include:
- Created By
- Is Status Changed?
- Parent Workflow
Be sure to keep the "Note" column.
Add columns for any additional information you want to see at a glance.
Examples include:
- Date Created (when the email was received)
- Related (shows what record is associated with the email)
When you are finished creating the report, reference this article to learn how to add it to your Classic Dashboard.