Report: OM User Activity Last 90 Days

Shows, by User, the number of views and updates on key Opportunity Manager pages (e.g. Assessment, Relationships, Insights etc.) in the last 90 days

Specification:

• Report Type: AltfRep_Opportunities_with_without_Altify_Logs
• Format: Summary
  
• Group By:
  • Altify Log > User > Name
  • Altify Log > Log Type
  • Altify Log > Page


• Time Frame Filter:

  Column	Interval
  Opportunity > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Opportunity > Altify Plan Status	notEqual	No Plan
  2. Altify Log > Log Date	equals	LAST 90 DAYS
  3. Altify Log > Page	equals	Assessment,Relationships,Criteria,Insight Map,Strategy,Actions,Test & Improve



• Cross Filters: Opportunity with Altify Log

  Column	Operator	Value
  1. Altify Log > Log Date	equals	LAST 90 DAYS
  2. Altify Log > Page	equals	Assessment,Relationships,Criteria,Insight Map,Strategy,Actions,Test & Improve



• Summary Formulas:

  Formula	DataType	Calculation
  # Logs	number	ALTF__Log__c.Log_Count__c:SUM
  # Users	number	ALTF__Log__c.User_ID_for_Reports__c:UNIQUE
  # Days with OM Activity	number	ALTF__Log__c.CreatedDate:UNIQUE



• Report Columns:
  • Altify Log > User > Manager
  • Opportunity > Owner
  • Opportunity > Name
  • Opportunity > Amount
  • Opportunity > Altify Reporting Amount
  • Opportunity > Stage
  • Opportunity > CloseDate
  • Altify Log > Log Date