I am struggling to figure out how to create a report that shows the following:
- Last Activity Date Per Company
- I would like this in a report to add to a Customer Engagement KPI Dashboard.
Any recommendations or directions?
Hi @EAnnichine,
I would recommend going to Reports then the Custom Report Builder. When you choose your data source, change from contact to company. You can add additional data sources if needed, but for what you’re looking for here you might only need company.
Once you start building your report, you can use Company Name or Record Id in the first column and then your date fields in subsequent columns. This can be saved and added to a dashboard. Here’s a screenshot that should get you started:
@Josh Thank you so much - this is helpful to start!