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:

• Video Guide
• Step-by-step Instructions
  
  

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)