Report: Accounts with Rel Map Status

Reports on accounts and their Altify relationship map status

Specification:

• Report Type: AltfRep_Accounts_with_without_Completeness
• Format: Summary
  
• Group By:
  • Account > Owner
  • Account > Type
  • Rel Map Status (bucket field)


• Bucket Fields:
  • Bucket Name: Rel Map Status
  • Source Field: Altify Account Completeness > Relationships Status (type: picklist)
  • Bucket Remaining Values as Other: false

  Bucket	Values
  Basic Map	Red
  Good Map	Amber; Green;



• Time Frame Filter:

  Column	Interval
  Account > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Altify Account Completeness > Altify Account Manager Plan Type	equals	blank



• Summary Formulas:

  Formula	DataType	Calculation
  # Accounts	number	Account.Id:UNIQUE



• Report Columns:
  • Account > Name
  • Account > Industry
  • Account > AnnualRevenue
  • Altify Account Completeness > Relationships Status
  • Altify Account Completeness > Relationships Score
  • Altify Account Completeness > Relationships Contact Count
  • Altify Account Completeness > Relationships Key Player Key players are the people with the most power and influence in the context of an account or opportunity. Count
  • Altify Account Completeness > Relationship Supportive Key Player Key players are the people with the most power and influence in the context of an account or opportunity. Count
  • Altify Account Completeness > Relationships Map Last Updated