topic Re: Contacts in a report in Dashboards & Reporting

Contacts in a report

MTraczyk — Fri, 05 Sep 2025 12:30:08 GMT

Hi, I struggle with building 2 reports:

The first report, I want to show a total number of deals without a contact.

The second, I want to see a list of contacts that appear in more than one deal.

Any advice? 🙂

Milena

Re: Contacts in a report

karstenkoehler — Fri, 05 Sep 2025 12:34:39 GMT

Hi @MTraczyk,

For the first report, you need an assisting segment (previously called "list"):

Create a segment of deals which are associated to at least one contact
Create another segment of deals which are not a member of the first segment

For the second question, you can simply filter for contacts where "Number of associated deals is greater than 1", this is a regular contact property.

So in both cases, you don't necessarily need a report. You can create segments ( = lists) or filtered views.

Best regards

Re: Contacts in a report

MTraczyk — Sat, 06 Sep 2025 05:16:27 GMT

Hi,

did i set something wrong? I see no resoults:

Re: Contacts in a report

karstenkoehler — Sat, 06 Sep 2025 05:21:22 GMT

@MTraczyk which of the two "reports" are you creating? If it's the first, simply filter for "Create date is known" or "Record ID is known" on the associated contact.

Re: Contacts in a report

Victor_Becerra — Tue, 09 Sep 2025 16:10:59 GMT

Hey @MTraczyk ,
Just checking in — any luck with that issue? Let me know if I can help out.
Best, Victor

Re: Contacts in a report

MTraczyk — Tue, 09 Sep 2025 17:44:14 GMT

Hi, thank you for asking, yes I have meneged to build the segments, thank you for the support 🙂