Report: Accounts with Insight Map Status

Reports on accounts and their Altify insight map status

Specification:

  • Report Type: AltfRep_Accounts_with_without_Completeness
  • Format: Summary
  • Group By:
    • Account > Owner
    • Account > Type
    • Insight Map Status (bucket field)

  • Bucket Fields:
    • Bucket Name: Insight Map Status
    • Source Field: Altify Account Completeness > Insights Status (type: picklist)
    • Bucket Remaining Values as Other: false
      • Bucket Values
      Basic Map Red
      Good Map Amber; Green;

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

  • Other Filters:
    Column Operator Value
    1. Altify Account Completeness > Altify Account Manager Plan Type equals blank

  • Summary Formulas:
    Formula DataType Calculation
    # Accounts number Account.Id:UNIQUE

  • Report Columns:
    • Account > Name
    • Account > Industry
    • Account > AnnualRevenue
    • Altify Account Completeness > Insights Status
    • Altify Account Completeness > Insights Score
    • Altify Account Completeness > Insights Map Card Count
    • Altify Account Completeness > Insights Map Section Count
    • Altify Account Completeness > Insights Map Card Owned And Validated
    • Altify Account Completeness > Insights Map Last Updated