Report: Accounts with/without Rel Map Contacts

Accounts with and without contacts on Altify account relationship maps; excludes contacts on opportunity-based maps; uses custom formula fields on Altify Contact Map Details;

Specification:

• Report Type: AltfRep_Accs_with_without_Contact_Map_Details
• Format: Summary
  
• Group By:
  • Account > Owner
  • Account > Name


• Time Frame Filter:

  Column	Interval
  Account > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Account > Altify Contact Details > Opportunity	equals	blank



• Summary Formulas:

  Formula	DataType	Calculation
  Has Map Contacts	number	IF (ALTF__Contact_Map_Details__c.Contact_Count__c:SUM == 0, 0, 1)
  Has Key Players	number	IF (ALTF__Contact_Map_Details__c.ALTF__Is_Key_Player__c:SUM == 0, 0, 1)
  Has Supportive Key Players	number	IF (ALTF__Contact_Map_Details__c.Is_Supportive_Key_Player__c:SUM == 0, 0, 1)
  Rel Map Status	number	IF (ALTF__Contact_Map_Details__c.Contact_Count__c:SUM == 0, 0, IF (ALTF__Contact_Map_Details__c.ALTF__Is_Key_Player__c:SUM == 0, 1, IF (ALTF__Contact_Map_Details__c.Is_Supportive_Key_Player__c:SUM == 0, 2, 3)))
  # Accounts	number	Account.Id:UNIQUE



• Report Columns:
  • Account > Altify Contact Details > Contact
  • Account > Altify Contact Details > Is Key Player Key players are the people with the most power and influence in the context of an account or opportunity.
  • Account > Altify Contact Details > Is Supportive Key Player Key players are the people with the most power and influence in the context of an account or opportunity.
  • Account > Altify Contact Details > Political
  • Account > Altify Contact Details > Status
  • Account > Altify Contact Details > Decision Orientation Decision Orientation is a relationship attribute for contacts on an account relationship map. It indicates what will influence the contact's decision-making process. The default values aailable for this attribute are: 'Financial', 'Technical', 'Relationship', and 'Business'.
  • Account > Altify Contact Details > Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.