Report: Accs with/without Account Divisions

Lists accounts and Altify account divisions (if any), with the count of relationship map contacts associated with each

Specification:

  • Report Type: AltfRep_Accs_with_without_Divisions
  • Format: Summary
  • Group By:
    • Account > Owner
    • Account > Name
    • Account > Altify Account Divisons > Name

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

  • Summary Formulas:
    Formula DataType Calculation
    # Divisions number ALTF__Account_Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records.__c.Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records._Count__c:SUM

  • Report Columns:
    • Account > Altify Contact Count
    • Account > Altify Key Player Count
    • Account > Altify Account Divisons > Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records. Contact Count