Shows Account Objective Actions, grouped by objective type (e.g. Relationship, Business Development) and action status (e.g. In Progress, Completed), with action detail (e.g. action description, due date)
Specification:
- Report Type: AltfRep_Account_Activities_for_Altify
- Format: Summary
- Group By:
- Account > Owner
- Activity > Altify Objective > Type
- Activity > Status
- Time Frame Filter:
Column Interval Account > CreatedDate Range: All Time - Other Filters:
Column Operator Value 1. Activity > Altify Objective > Name notEqual blank - Summary Formulas:
Formula DataType Calculation # Objective Actions number RowCount - Report Columns:
- Account > Name
- Activity > Altify Objective > Name
- Activity > Altify Objective > Status
- Activity > Altify Objective > Due Date
- Activity > Subject
- Activity > ActivityDate