Report: AM User Activity Current FY

Shows, by User, the number of views and updates on key Account Manager pages (e.g. Opportunity Map, Relationships, Insights etc.) in the Current FY

Specification:

• Report Type: AltfRep_Altify_Activity_Logs
• Format: Summary
  
• Group By:
  • Altify Log > User > Name
  • Area (bucket field)
  • Altify Log > Log Type


• Bucket Fields:
  • Bucket Name: Area
  • Source Field: Altify Log > Page (type: picklist)
  • Bucket Remaining Values as Other: true

  Bucket	Values
  Plan Details	Plan Details
  Opportunity Map	Opportunity Map
  Relationships	Relationships
  Insights	Insight Map
  Objectives	Objectives
  Actions	Actions
  Test & Improve	AM Test & Improve; Test & Improve;



• Time Frame Filter:

  Column	Interval
  Altify Log > Log Date	Range: Current FY



• Other Filters:

  Column	Operator	Value
  1. Altify Log > Opportunity ID for Reports	equals	blank
  2. Altify Log > Account ID for Reports	notEqual	blank
  3. Altify Log > Account Plan	notEqual	blank
  4. Altify Log > Page	equals	Relationships,Insight Map,Actions,Test & Improve,Plan Overview,Plan Details,Segmentation,Opportunity Map,Value Map,Objectives,Plan Settings,AM Test & Improve,Altify Account
  Filter Logic: 1 AND (2 OR 3) AND 4



• Summary Formulas:

  Formula	DataType	Calculation
  # Days with AM Activity	number	ALTF__Log__c.CreatedDate:UNIQUE
  # Users	number	ALTF__Log__c.User_ID_for_Reports__c:UNIQUE



• Report Columns:
  • Altify Log > Log Date
  • Altify Log > User > Manager
  • Altify Log > Account
  • Altify Log > Page