Report: Accounts with/without Rel Map Contacts

Accounts with and without contacts on Altify account relationship maps; excludes contacts on opportunity-based maps; uses custom formula fields on Altify Contact Map Details;

Specification:

  • Report Type: AltfRep_Accs_with_without_Contact_Map_Details
  • Format: Summary
  • Group By:
    • Account > Owner
    • Account > Name

  • Time Frame Filter:
    Column Interval
    Account > CreatedDate Range: All Time

  • Other Filters:
    Column Operator Value
    1. Account > Altify Contact Details > Opportunity equals blank

  • Summary Formulas:
    Formula DataType Calculation
    Has Map Contacts number IF (ALTF__Contact_Map_Details__c.Contact_Count__c:SUM == 0, 0, 1)
    Has Key Players number IF (ALTF__Contact_Map_Details__c.ALTF__Is_Key_Player__c:SUM == 0, 0, 1)
    Has Supportive Key Players number IF (ALTF__Contact_Map_Details__c.Is_Supportive_Key_Player__c:SUM == 0, 0, 1)
    Rel Map Status number IF (ALTF__Contact_Map_Details__c.Contact_Count__c:SUM == 0, 0, IF (ALTF__Contact_Map_Details__c.ALTF__Is_Key_Player__c:SUM == 0, 1, IF (ALTF__Contact_Map_Details__c.Is_Supportive_Key_Player__c:SUM == 0, 2, 3)))
    # Accounts number Account.Id:UNIQUE

  • Report Columns:
    • Account > Altify Contact Details > Contact
    • Account > Altify Contact Details > Is Key Player
    • Account > Altify Contact Details > Is Supportive Key Player
    • Account > Altify Contact Details > Political
    • Account > Altify Contact Details > Status
    • Account > Altify Contact Details > Decision Orientation Decision Orientation is a relationship attribute for contacts on an account relationship map. It indicates what will influence the contact's decision-making process. The default values aailable for this attribute are: 'Financial', 'Technical', 'Relationship', and 'Business'.
    • Account > Altify Contact Details > Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.