Hi HS community.
I am trying to create a report that let’s me see which of our companies are missing contacts associated to them.
I have tried creating the report in custom report builder.
Does anyone have any idea’s that could help?
Thank you.
Hi HS community.
I am trying to create a report that let’s me see which of our companies are missing contacts associated to them.
I have tried creating the report in custom report builder.
Does anyone have any idea’s that could help?
Thank you.
Hi @MAbramson
What excatly have you tried and what is giving you trouble?
You can easily build a company based list using the filters below to see which companies don’t have any contacts associated.
You could also do the same for contacts, filtering by “associated” company.
I hope that helps.
Frank
@MAbramson
You can do this in a few simple steps:
1) Create a company-based list using the filters in the image below.
2) Next create a custom report and set ‘companies’ as the primary data source.
3) Chose the ‘list membership’ filer and filter all companies who are part of the list you just created.
Then choose your chart ttype and the other data points you want to display.
Hey presto!
|
Thank you to both Olivia and Frank.
I see my problem was that I hadn’t created a list first!
Thank you ![]()
Hi @MAbramson, I know this is a bit older, but thought it might be of interest.
Insycle (full disclosure, I work for them) has a feature called “triangular associations” which looks at existing associations in the Contact-Company-Deal triangle, identifies associations that ar missing, and makes them for you.
For example, A contact is associated with a company. The company is associated with a deal. But the contact is not associated with the deal. Insycle could detect that and make the association automatically. Here is an article that breaks down the different association features.