Report: Account Manager Updates Last 30 Days

Shows, for accounts included in an account plan, the number of updates on key Account Manager pages in the last 30 days, grouped by Account Owner

Specification:

• Report Type: AltfRep_Accounts_with_without_Altify_Logs
• Format: Summary
  
• Group By:
  • Update Status (bucket field)
  • Account > Owner
  • Account > Name


• Bucket Fields:
  • Bucket Name: Update Status
  • Source Field: Altify Log > Log Count (type: number)
  • Bucket Remaining Values as Other: false

  Bucket	Values
  Plan Not Updated	<= 0
  Plan Updated	> 0



• Time Frame Filter:

  Column	Interval
  Account > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Altify Log > OpportunityId	equals	blank
  2. Altify Log > Log Date	equals	LAST 30 DAYS
  3. Altify Log > Page	equals	Relationships,Insight Map,Actions,Test & Improve,Plan Details,Opportunity Map,Objectives,Plan Settings,AM Test & Improve,Altify Account
  4. Altify Log > Log Type	equals	Update
  5. Account > Has Altify Account	greaterThan	0



• Summary Formulas:

  Formula	DataType	Calculation
  # Updates	number	ALTF__Log__c.Log_Count__c:SUM
  # Accounts	number	Account.Id:UNIQUE



• Report Columns:
  • Account > Type
  • Altify Log > Log Date
  • Altify Log > Page