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