Report: Account Objective Actions Status
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