Report: Opportunity Insights with Contact Detail
Provides insight card details for open opportunities, closing CFY, including associated insight card contacts
Specification:
- Report Type: AltfRep_Insight_Cards_with_without_Contacts
- Format: Summary
- Group By:
- Altify Insight Card > Opportunity
- Altify Insight Card > Insight Type
- Time Frame Filter:
Column Interval Altify Insight Card > CreatedDate Range: All Time - Other Filters:
Column Operator Value 1. Altify Insight Card > Opportunity > Closed equals false 2. Altify Insight Card > Opportunity notEqual blank 3. Altify Insight Card > Opportunity > CloseDate equals THIS_YEAR - Summary Formulas:
Formula DataType Calculation # Confirmed Insights number ALTF__Insight_Card__c.ALTF__Confirmed__c:SUM # Unconfirmed Insights number ALTF__Insight_Card__c.Id:UNIQUE - ALTF__Insight_Card__c.ALTF__Confirmed__c:SUM # Insights number ALTF__Insight_Card__c.Id:UNIQUE - Report Columns:
- Altify Insight Card > CreatedBy
- Altify Insight Card > CreatedDate
- Altify Insight Card > Confirmed
- Altify Insight Card > Private
- Altify Insight Card > Short Description
- Altify Insight Card > Long Description
- Altify Insight Card > Impact
- Altify Insight Card > Priority
- Altify Insight Card > Pressure Type
- Altify Insight Card > Solution
- Altify Insight Node Contact > Contact
- Altify Insight Node Contact > Contact > Title
- Altify Insight Node Contact > Insight Contact Type
- Altify Insight Card > Opportunity > Amount
- Altify Insight Card > Opportunity > Stage
- Altify Insight Card > Opportunity > CloseDate