Report: Account Objectives Status

Shows Account Objectives, grouped by objective type (e.g. Relationship, Business Development) and status (e.g. In Progress, Achieved)

Specification:

  • Report Type: AltfRep_Altify_Account_Objectives
  • Format: Summary
  • Group By:
    • Altify Account Objective > Account
    • Altify Account Objective > Type
    • Altify Account Objective > Status

  • Time Frame Filter:
    Column Interval
    Altify Account Objective > CreatedDate Range: All Time

  • Other Filters:
    Column Operator Value
    1. Altify Account Objective > Type notEqual Other

  • Summary Formulas:
    Formula DataType Calculation
    # Objectives number RowCount

  • Report Columns:
    • Altify Account Objective > Name