Report: Opportunity Rel Map Usage

Reports on view and update activity by user for opportunity relationship maps

Specification:

  • Report Type: AltfRep_Activity_Logs
  • Format: Summary
  • Group By:
    • Altify Log > User
    • Altify Log > Log Date
    • Altify Log > Log Type

  • Time Frame Filter:
    Column Interval
    Altify Log > Log Date Range: Current and Previous FY

  • Other Filters:
    Column Operator Value
    1. Altify Log > Page equals Relationships
    2. Altify Log > OpportunityStrId notEqual blank

  • Row-level Formula:
    • Name: # Days Since This Update (type: Double; api name: CDF1)
    • Formula: IF (ISPICKVAL(ALTF__Log__c.ALTF__Log_Type__c, 'Update'), TODAY() - DATEVALUE(ALTF__Log__c.CreatedDate), -1)

  • Summary Formulas:
    Formula DataType Calculation
    # Days with Activity number ALTF__Log__c.CreatedDate:UNIQUE
    # Days with Updates number IF (CDF1:MIN == -1, CDF1:UNIQUE - 1, CDF1:UNIQUE)
    # Opportunities Accessed number ALTF__Log__c.ALTF__OpportunityStrId__c:UNIQUE

  • Report Columns:
    • Altify Log > Opportunity
    • Row-level formula field (see definition on this page)