Report: Account Rel Map Contacts
Shows contacts and attributes on account-level relationship maps, by account owner and contact type
Specification:
- Report Type: AltfRep_Relationship_Map_Details
- Format: Summary
- Group By:
- Altify Contact Map Details > Account > Owner
- Altify Contact Map Details > Account
- Row-level formula field (see definition on report page)
- Time Frame Filter:
Column Interval Altify Contact Map Details > Account > CreatedDate Range: All Time - Other Filters:
Column Operator Value 1. Altify Contact Map Details > Opportunity equals blank 2. Altify Contact Map Details > Account notEqual blank - Row-level Formula:
- Name: Contact Type (type: Text; api name: CDF1)
- Formula: IF ( OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Political__c,'Inner Circle'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Political__c,'Political Structure')), IF ( OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Status__c, 'Mentor'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Status__c, 'Supporter') ), 'Key Player, Supporter/Mentor', IF (OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage__c, 'In-depth'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage__c, 'Multiple contacts'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage__c,'Brief contact')), 'Key Player, Some Coverage', 'Key Player, No Coverage')), 'Non Key Player')
- Summary Formulas:
Formula DataType Calculation # Contacts number RowCount # Accounts with Maps number ALTF__Contact_Map_Details__c.ALTF__Account__c.Id:UNIQUE - Report Columns:
- Altify Contact Map Details > Contact
- Altify Contact Map Details > Contact > Title
- Altify Contact Map Details > Political Status
- Altify Contact Map Details > Decision Orientation
- Altify Contact Map Details > Support
- Altify Contact Map Details > Coverage
- Altify Contact Map Details > Is Key Player
- Altify Contact Map Details > Account > Type
- Altify Contact Map Details > Account > Industry