Report: Accounts with Rel Map Status
Reports on accounts and their Altify relationship map status
Specification:
- Report Type: AltfRep_Accounts_with_without_Completeness
- Format: Summary
- Group By:
- Account > Owner
- Account > Type
- Rel Map Status (bucket field)
- Bucket Fields:
- Bucket Name: Rel Map Status
- Source Field: Altify Account Completeness > Relationships 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 > Relationships Status
- Altify Account Completeness > Relationships Score
- Altify Account Completeness > Relationships Contact Count
- Altify Account Completeness > Relationships Key Player Count
- Altify Account Completeness > Relationship Supportive Key Player Count
- Altify Account Completeness > Relationships Map Last Updated