topic Re: Reporting on multiple properties in Dashboards & Reporting

Reporting on multiple properties

ConnorMcM — Thu, 15 Jul 2021 09:59:03 GMT

I'm having trouble trying to report on multiple properties within one report. Such as "Company Name" and "Company Telephone.

I'm finding it difficult to report on these properties with a summarised value. It currently shows every company name with a value of 1, but I just want a basic value for property known and a value for property unknown.

Re: Reporting on multiple properties

karstenkoehler — Thu, 15 Jul 2021 10:08:58 GMT

Hi @ConnorMcM,

Just to confirm, you want to be able to see how many company records have a phone number and how many don't? What kind of visualization are you considering here?

As far as I know, this can only be achieved with a custom binary property (single checkbox), e.g. Company phone number known, that is populated by a workflow. You could then create a report based on this new binary property.

Alternatively, you would have to accept a visualization like the one below, where the big green chunk shows the number of records without a value for certain object:

Once you share more details, I'll happily provide more help.

Re: Reporting on multiple properties

ConnorMcM — Thu, 22 Jul 2021 07:44:25 GMT

Hi Karsten!

Sorry for the late reply! It does seem that would be the only way to do it in a singular report.

I ended up having to use a full dashboard and build it, using individual summary reports. Using the filter to break down the exact company criteria I was after and adding an additional filter for a certain property as unknown.

Not the way I wanted it visually, but it still looks good and seems to get the job done!

Thanks For your help!

Re: Reporting on multiple properties

karstenkoehler — Wed, 21 Jul 2021 15:03:23 GMT

Glad you got to a solution, even if it's not a perfectly satisfactory one. If you want to make it easier for others to find this information, you could accept my answer as a solution, I'd appreciate it.

Have a great day!